Re: Merging customers in sales/ar

["aldg" <aldg@xxxxxxxxxxxx>]

Hi Keith Schwartz:

My suggestion would be for you to set up a new customer number for the new 
surviving company (from the merger) and thereby retain records in the system 
for all three companies independently.

I think it's clearer this way and it gives you a clean trail to specific 
transactions by either the current or former companies.

If you merge the prior companies into a new company or into one of the 
surviving prior companys, you loose this trail or in the least, it get very 
blurred.

It's a judgemental call.  :-)

If you decide to merge the data, I suspect that you would have to use a utility 
program (such as DBU or PDM) to modify the appropriate Mapics Master Files.

Regards....

------Your 6/01/01 Mapics ML Original Posting------

From: Keith Schwarz <keitheschwarz@yahoo.com>
Reply-To: MAPICS-L@midrange.com
Date: Fri, 1 Jun 2001 13:26:51 -0700 (PDT)

>Is there any easy way to merge customers (current open
>times & history)for Sales and/or A/R when there is a
>merger by two customers.  How about if there is a name
>change?  In order to keep customer in alpha order, a
>new customer name would be needed?  How do you all
>deal with this issue?  
>
>Keith
>keitheschwarz@yahoo.com
>__________________________________________________
>Do You Yahoo!?
>Get personalized email addresses from Yahoo! Mail - only $35 
>a year!  http://personal.mail.yahoo.com/
>+---
------End of Your Mapics ML Posting------



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Above message before copy enclosure (if any) was sent by:

Al Gershen
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