Global Maintenance does mass changes to selected Customer masterfile fields, for a selected group of customers. For example, you can select one Billing Number and all accounts linked to that Billing number are updated with changes made.
The customer selection criteria are by:
- Company – all customers in a company or range of companies (Co 01)
- Branch – all customers in a branch or range of branches (02 NSW & 03 VIC)
- Region – all customers in every region except a specified one (NW =Northwest)
- Customer Classification – all customers classified by a specific Buying Group (TAR)
- Billing number – all customers billed to a specific head office account (Target 50000)
- Customer number
- Major Store – all customers with the same major store code (TAR for Target)
Only the fields that are applicable to the Global Change are made available for selection. The Change Date field is updated and any changes written to a Notes file. An audit trail of changes made is available and the Notes file can be viewed via the Customer History facility.
Process a global change
- In the menu, expand Base Modules > Distribution > Masterfiles >Database Management > Database Management > Customer Masterfiles >Customer Masterfiles and double-click CM Global Maintenance. DSM480 Customer Global Maintenance selection panel appears.
- Indicate the customer groupings according to criteria such as: by company or major store and within the selected criteria you define the range. To define the range the options are:
- 1=Select all – Select all Major Stores, etc.
- 2=Select list – where you indicate what must be selected
- 3=Omit list – select everything except what is listed
- 4=Include range – select everything within the range given
- 5=Exclude range – select everything excluding the range given
- Select option as mentioned above on the description and enter corresponding values. Click OK to confirm. DSM480 Customer Global Maintenance panel appears in Change mode.
- Select the fields to be changed. If a field is flagged as Y to change, the code to which it must be changed needs to be entered. Click OK to confirm the changes. The changes made to the selected fields will be updated to the Customer masterfile.
A report showing listing of changes made using the Global Maintenance option is automatically produced.
