This process allows you to transfer multiple debtor transactions (including journals) from one customer to another. This is especially useful when one customer has been taken over by another customer and all transactions need to be transferred.
After entering a customer number, the system displays all transactions associated with that customer. The transactions to transfer to the new customer are selected by either entering a 1 or Y beside each transaction. However if you wish to transfer all transactions, the Transfer All function is available which automatically selects all transactions for transfer to the new customer without having to enter a 1 or Y beside each transaction.
The system then prompts entry of the customer to whom the transactions are to be transferred.
To view all transactions that have been transferred for a particular batch, print an Entry Edit List, which is available on the Accounts Receivable Reports menu.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Other and then double-click Debtor Transaction Transfer. ARE035 Debtor Transactions Transfer selection panel appears.
- Enter the following information, as necessary.
| Field | Description |
| Batch no | A batch number is a mandatory manual entry to indicate the batch the transferred transactions belong to. |
| Period | Period of transfer, defaults to current period. |
| Document date | This is date for the transfer transaction, will default but can be overwritten. |
| Customer | Customer number from which the transaction is to be transferred. |
- Click OK. ARE035 Debtor Transactions Transfer panel appears.
- Either select one transaction or more transactions by entering a 1 in the corresponding Sel (Select) column or click Transfer all to transfer all entries with a balance outstanding.
- Key the customer account to which the transactions are being transferred and click OK. Transactions transferred message get displayed.
