Accpac bulk group code change

[rolenee]

Hello,

I accidentally submitted orders- about 700 of them- each a unique customer with the wrong group code. These orders have been shipped, invoiced, and the batches posted. Is there a way to go back in and change their group code after this has been done?

 

[ettienne]

The fastest is to export AR customers, then import the same file without changes, but change the group code on the import screen to what you want it to be.

 

[Jay Converse]

Nope.

 

[rolenee]

Can I export the customers I submitted in the wrong group, do a find and replace to the correct group and then export back in?

 

[Jay Converse]

Yes, you can update the customers, you just can't change the invoices.

 

[ettienne]

Export back in" = import. See my reply above.
It's not really clear what you want to do, this is assuming you simply want to change the customer's group in AR customers.

 

[rolenee]

The objective is to record the sales to the correct group. When we look at the sales report we want these customers sales to be displayed in the correct group.

 

[Jay Converse]

That depends on how you wrote the report. What table are you getting the group code from?

 

[ettienne]

Then change the customer's group code.

 

[rolenee]

No sure- I'm a novice, does this help

http://screencast.com/t/HaYhFkc2teC

 

[Jay Converse]

That's not an Accpac screen. Contact the person who wrote the views. And you'll have to do a SQL update to change the group code.

 

[ettienne]

Correct me if I'm wrong here, but the customer group code (IDGRP) appears in one 1 table in the database: in AR customers (ARCUS). It is not recorded anywhere in OE in the invoice table (OEINVH) or the sales history table (OESHDT).

 

[Jay Converse]

True, but it is in OEORDH and OESHIH, and we can't tell from the screenshot how the view was defined.

Rolenee -

Update the customer master and see if your numbers change. That will prove whether the IDGRP is coming from ARCUS or somewhere else.

 

[rolenee]

I updated the customer master and it worked like a charm