We are struggling with changing/merging customer codes changing all of the history for the old customer to the new customer.
I am curious as to how others manage this situation.
It takes time - or in our system it does. What’s the struggle? Look up the existing “old” customer and then enter a new code or select the code to merge to.
The program asks for old code and new code, there was no explanation that Evo would create a new code. Now that I see how it works, I am good to go. Thanks for replying.
It depends whether you create the new customer first and Merge versus just change. My understanding is that they want the old invoices and other history to get the new code but retain the old name and address. To do that you need to change the code in SM-J-M without first creating a new customer. If you create a new one first it updates all the name and address information as well as the code.