Utilities - Replace Customers

Introduction

This document will explain the customer replacement options that are available for a user to make their own changes. This will cover replacing both customer and stores. The replace program is used to move all the history from an existing account or account/store to a new one.

*** Please note that prior to running this program, a full verified backup of the JAS data should be done.

**** All users must be logged out of JAS in order to be able to access this menu option. If you receive a message stating that the file access is denied, it means that someone is still logged into JAS.

 

Getting Started

Go to: Utilities Replace Programs Replace Customers
Select one of the 5 options: Change Account Change Store# Change a main account to the Store of another Account Change a Store to a main Account Change a Store from one account to another account

Options

​

Change Account#

​

Enter the Old Account number and the New Account number. Click Add.
If there are multiple accounts to be changed simply repeat the above procedure. Once all accounts have been entered, click the Proceed button.
The user will have the option to continue the replacement or cancel. 'Yes' - to Continue 'No' - to Cancel
The user can save the changes in a log file to retain a record by clicking 'Yes'. The zz160log.log will be save in the corresponding data company.
Once the program goes through all tables (orders, picking tickets, invoices, AR, credit notes, etc.) the user will be advised. Click OK.

Change Store #

Enter the Main Account, the Old Store number and then the New Store number. Click Add and Proceed. Follow the prompts.

Change a main account to the Store of Another Account

Enter the Old Account, the New Account and the New Store number. Click Add and Proceed.

Change a Store to a main account

Enter the Old Account, the Old Store and the New Account. Click Add and Proceed.

Change a Store from one account to another account

Enter the Old Account, Old Store, New Account and New Store. Click Add and Proceed.

• Related Articles

• Customer - Delete Customers

  Introduction This document will explain the process to remove a customer from the JAS customer file. Customers cannot be deleted if there are any orders, accounts receivable or invoices for that customer. Go to: Customers Maintenance Delete Customers ...

• Lists and Labels - Customers by Province

  Introduction This wiki will show the user how to generate a Lists and Labels report for viewing all existing customers from a specific province.  Setup In the main JAS menu, go to: Customers Reports Lists and Labels To generate a report for all ...

• Utilities - Replace Salesreps

  Introduction The definition of a salesrep is a person who is trained to sell products for a particular company. Using this replacement option allows users to replace an old salesrep code with a new salesrep code and change the rep on every ...

• Style Group Replacement Program

  Style Group Replacement Program Introduction Users have the ability to replace certain style information for multiple styles, all at once, by using the 'Group Replacements' program. This wiki explains how to do so. Instructions In JAS, access the ...

• Moving JSI, EDI, & JAS Data from Aims

  Introduction The following document explains the steps that must be followed in JAS to move data from the aims directory to the main JAS directory. What to do for JAS Step 1: Locating the drives Locate the drive where your JAS is installed on, as ...