We have started using Tax Connect by Alvere(sp?), and though it would be a good idea to consolidate(clean up) our customer files.
We migrated from Vista 4 to 8.03, and still have several duplicated customers (we had a unique customer for each "ship to").
Is there a utility or best practice for consolidating customers? Historical data is important to us so we'd need to make sure that the consolidation doesn't break any links.
For example, we have two customer id's (ABC123 & ABC999) for the same customer (same "bill to"). We want new ship to for ABC123 (with the ship to of ABC999), and all records relating for cust ABC999 to be changed to ABC123 (with the new ship to where applicable).
Any obvious hurdles or challenges?
Thanks
Calvin
We migrated from Vista 4 to 8.03, and still have several duplicated customers (we had a unique customer for each "ship to").
Is there a utility or best practice for consolidating customers? Historical data is important to us so we'd need to make sure that the consolidation doesn't break any links.
For example, we have two customer id's (ABC123 & ABC999) for the same customer (same "bill to"). We want new ship to for ABC123 (with the ship to of ABC999), and all records relating for cust ABC999 to be changed to ABC123 (with the new ship to where applicable).
Any obvious hurdles or challenges?
Thanks
Calvin