How do I change customer numbers?

Reassign customer numbers to accounts with an existing customer number.

This routine will only change the customer number; none of the remaining fields in the customer record will be affected.

As customer numbers are renumbered, all of the information associated with the customer's record, for example, transactions, payments, and so on will also be renumbered.

This routine will renumber

Customers alphabetically.
Begin numbering using the assigned starting number.
Increment numbers using the assigned value.

Important! Make sure you have a backup before running this routine.

Before you get started

Back up the Accounts Receivable database. See the help topic titled How do I back up the database?

Changing customer numbers

1. Open Connect Accounts Receivable > Customers > Change Customer Numbers.

2. Enter the Customer Numbers.

The routine will reassign customer numbers to the customer number range in this field.

3. Enter the New Beginning Number.

The New Beginning customer Number is the first number that will be assigned to the renumbered customers.

4. Enter the Increment By.

The Increment By value is the interval between successive numbers in a sequence. For example, if Increment By is 10 and the New Beginning Customer Number is 10, then the system will begin renumbering as follows: 10, 20, 30, 40, and so on.

5. Click GO (CTRL+G).

The customer numbers are reassigned.