Expedient provides the ability to merge or rename Client Codes and Supplier Codes. This option can be found in Administration > Merge Menu.
Customer Merge
Expedient allows users to Merge many customer codes to one Customer Code. This screen is found in Administration > Merge Menu > Input Customers To Merge
The below screen allows users to enter the New Customer Code in the Merge To Code field.
The details section of the screen allows users to input one or many valid and existing customer codes to merge from.
Please Note: This and the Customer Rename function occur overnight
Please Note: If the code entered exists in the customer master file then the swap is considered a “Merge”. When a “merge” customer code is entered more than one “from” customer code can be entered in the detail section.
Set the Confirmed flag to ‘Yes’ when the details on the screen are checked and the merge is ready to be performed in the next overnight process. The number of merges is limited to restrict the time taken to perform the merges in the overnight process. The customer records will be merged in Doc Number order. The Doc Number is set when the merge request is initially saved.
The below screen shot displays that the user wishes to Merge the Customer Code and all information from Customer Code ARLAUS to Customer Code DEMCON.
This action will then update the Customer Code ARLAUS to Customer Code DEMCON from the Customer Masterfile, along with several other items, such as:
- Open Balances
- Parts
- Suppliers
- Jobs and so on…
Customer Rename
Expedient allows users to rename an existing customer code. The new customer code is entered in the Merge to Code. This screen is found in Administration > Merge Menu > Input Customers To Merge
Please Note: If the code entered does not exist in the customer master file then the swap is considered a “Rename”. When a “rename” customer code is entered only one “from” customer code can be entered in the detail section. The below screen has recognized that the Customer Code SLCTEEE does not exist in the Customer Masterfile, once the user clicks Yes then this will then perform a Rename Customer Code.
Please Note: Users can only select one Customer Code to rename, the following message will appear if a user attempts more than one.
Set the Confirmed flag to ‘Yes’ when the details on the screen are checked and the renaming is ready to be performed in the next overnight process. The number of renames is limited to restrict the time taken to perform the renaming in the overnight process. The customer records will be renamed in Doc Number order. The Doc Number is set when the rename request is initially saved.
Supplier Merge
Expedient allows users to merge many Supplier codes to one Master Supplier Code. This screen is found in Administration > Merge Menu > Input Suppliers To Merge
Suppliers can only be merged where the CCID number (AU) or the Customs Code (NZ) is the same.
If a Master Supplier is not already linked to the Customer the action becomes a ‘Rename’.
The Merge Process and Rename process will occur overnight for confirmed merges. Set the Confirmed flag to ‘Yes’ when the details on the screen are checked and the merge is ready to be performed in the next overnight process. The number of merges is limited to restrict the time taken to perform the merges in the overnight process. The supplier information will be merged in Reference Number order. The Reference Number is set when the merge request is initially saved.
Expedient will merge jobs, invoices, entries, landed costings, parts, forwarding rates, personnel, documents from the old Supplier Codes to the Master Supplier code.
|
Field Name |
Description |
Validation |
Default |
|
|
Merge To Customer |
Select the Client code. Use the |
Mandatory |
Blank |
|
|
Supplier |
Select the Supplier Code to merge into. This will become the Master Supplier Code. Use the |
Mandatory |
Blank |
|
|
CCID/Customs Code |
This is the code supplied by Customs to identify the Supplier. The Suppliers to merge in the Master Supplier must have the same CCID/Customs Code |
N/A |
||
|
Codes to Merge Into Master |
||||
|
Supplier |
Enter the Supplier Code to be merged into the Master Supplier Code. Use the |
Optional |
Blank |
|
|
Supplier Name |
This is the full business name for the selected Supplier |
N/A |
Supplier Masterfile |
|
|
CCID/Customs Code |
This the Customs Reference for the Supplier |
N/A |
Supplier Masterfile |
|
|
Confirmed |
Select Yes from the pull down list to add the merge to the next overnight merge process |
Optional |
No |
|
|
Action |
This will default to Merge if there is already a link between the Customer and the Master Supplier. If the link is to be created the Action flag will show ‘Rename’ |
N/A |
Merge |
|
|
Reference |
This is the reference number for the merge in the queue of Suppliers to be merged |
N/A |
System Generated |
|
|
Modified By |
This is the user who last update the merge or rename instruction |
N/A |
System Generated |
|
|
On |
This is the date the merge or rename instruction was last updated |
N/A |
System GeneratedSupplier Check Report |
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to select a Customer code
in the Supplier Code zoom window to select a Supplier to create a new relationship with the CustomerSupplier Check Report
This report allows users to view existing Client/Supplier combinations that are setup in the Supplier’s Masterfile, for clients that you would like to merge. This screen is found in Administration > Merge Menu > Supplier Check Report
|
Field Name |
Description |
Validation |
Default |
|
|
Original Client |
Select the Client Code. Use the |
Mandatory |
Blank |
|
|
Merge Client |
Select the Client Code to merge into. Use the |
Mandatory |
Blank |
|
|
Report Format |
Select either CSV or Report Format.
CSV Format; The following columns are shown: Supplier – Supplier Code that corresponds with the Original Client in the Suppliers Masterfile. Name – Description associated with the Supplier Code entered above. CCID – Customs Code that corresponds with the Client/Supplier in the Suppliers Masterfile. Conflict – Either of the below is shown in this column, depending on the circumstances; Same Supplier Code with Different CCID Different Supplier Code with same CCID Supplier – Supplier Code that corresponds with the Merge Client in the Suppliers Masterfile. Name – Description associated with the Supplier Code entered above. CCID – Customs Code from the Suppliers Masterfile.
Report Format; The following columns are shown: Supplier – Supplier Code that corresponds with the Original Client in the Suppliers Masterfile. Name – Description associated with the Supplier Code entered above. CCID – Customs Code that corresponds with the Client/Supplier in the Suppliers Masterfile. Supplier – Supplier Code that corresponds with the Merge Client in the Suppliers Masterfile. Name – Description associated with the Supplier Code entered above. CCID – Customs Code from the Suppliers Masterfile.
|
Mandatory |
C S V |
|
to select a Customer Code.
