Accessed by way of the Contract Review form followed by selection of Change Customer from the Tools Menu.
This option presents the Change Customer form which enables a contract to be allocated to an alternative customer/SL account code. Accounts postings are made to the new customer from this point forwards but there are no retrospective changes made to postings to the original customer.
This option should be used with caution.
This form is split into three parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
The Change Customer Dialogue Box contains the following columns of information:
Upon entry to the form this field displays the address group for the existing customer currently associated with the contract under review.
Selection of the ellipsis button (...) immediately to the right of this field presents an Address Group Search form that enables an existing address group to be found and reviewed by entering search selection criteria. The group code is the customer code e.g. MINERVA.
The cursor is located in the search field. Key part or all of the required address group code and select the Address Group command button. Address groups matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection.
Following selection of the required address group, one of the following two scenarios occurs:
- If no cost centres exist against the newly selected address group, a small sub-menu is presented, displaying the following two options:
- Abort
Returns to the Customer field for selection of an alternative address group or, following selection of the Cancel command button, returns to the Contract Review form.
- No-Customer-Cost-Centre-Allocated
Confirms that no cost centre is the required valid selection and displays the small sub-menu below.
- If cost centres exist against the newly selected address group, a Cost Centre List Box is presented for selection, if applicable, of the required Cost Centre for this address group. Having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection. A small sub-menu is now displayed with the following option selections:
- Re-select
Returns to the Customer field for selection of an alternative address group.
- Cost Centre is ???(where ??? is the selected cost centre or No-Cost-Centre)
Following selection of the OK command button, confirms the address group and cost centre selection and returns to Change Customer Dialogue Box. The Update command button is now used to confirm the new customer (and associated SL Account code) and cost centre (if applicable).
Note: If the customers affected by this change are in two separate accounting cost centres and the system is using the cost centre off the customer record, then ALL postings after the change are directed to the new cost centre.
The following command buttons are available within this form:
Confirms the newly selected address group and cost centre codes and returns to the Contract Review form updating the appropriate fields. Fields that are updated are as follows: the Customer field within the Contract Review header; fields contained in the Customer Tab within Contract Review (including the Cost Centre field); the Invoice Account field contained in the Agreement Tab within Contract Review.
Returns to the Contract Review form without taking any action.
Provides online context sensitive help.