Welcome, Guest. Please Login.
11/04/24 at 23:40:22
News:
Home Help Search Login


Pages: 1
Send Topic Print
Sales Report - global replace name question (Read 635 times)
cdecker
Full Member
***




Posts: 117
Gender: female
Sales Report - global replace name question
12/10/09 at 09:00:39
 
Our old sales manager had a habit of creating a new customer code every time a customer asked for a product to be shipped to a different location.  So to find out how much cust X purchased you have to run xxxx1 to xxx5 (if only it were that easy, there is no rhyme or reason to the name code he created)
 
 The problem is that this years Top Customer bought nothing last year - due to the new cust code he created.  I was thinking that I could go in and globally change the customer codes...
Globally replacing anything freaks out my IT friend.
 
Any suggestions on how to merge the data?
Back to top
 
 

Cheri Decker
Awareness Technology, Inc
Evo Version 2015.2; Build 7/2/15 Pervasive 10.12/Win2008/Client-server
43 Full/5 DC Users
GOLD Support
Member Since 2002
Email   IP Logged
Lynn_Pantic
Administrator
*****


evolution (n) -
gradual change to a
different form

Posts: 5681
Re: Sales Report - global replace name question
Reply #1 - 12/10/09 at 09:04:03
 
SM-J-M can be used to merge the customers and all their history together.  It takes a long time to run and other users have to be out of the system but it will combine the history.
Back to top
 
 

Lynn Pantic
IS Tech Support
lynn@istechsupport.com
Email   IP Logged
cdecker
Full Member
***




Posts: 117
Gender: female
Re: Sales Report - global replace name question
Reply #2 - 12/10/09 at 09:50:48
 
Thank you Lynn!  That is great news
Back to top
 
 

Cheri Decker
Awareness Technology, Inc
Evo Version 2015.2; Build 7/2/15 Pervasive 10.12/Win2008/Client-server
43 Full/5 DC Users
GOLD Support
Member Since 2002
Email   IP Logged
Pages: 1
Send Topic Print