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What steps do I need to take to change an AR Customer from Open item to BBF?
Error message indicates that Posted and History transactions existing are the problem...
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Leslie,
Wasn't there a KB on this at one time? I swear I did this at my previous job based on a KB. I haven't needed to do this since and I can't seem to find anything now. ???
Tim
Hi Sheryl
Does your customer have an outstanding balance? Really, I mean does your customer have any transactions in the OPEN file?
In order to do the change you want, you would need to sacrifice the transaction history for this customer. Essentially what you would need to do is to delete any transaction this customer has ever had with you while they had the balance forward customer typ assigned to them.
I never like deleting history, so here's another option. Use the (FREE) PSTL tool and change the 'old' customer ID to something else. Perhaps using a suffix to the existing number. Then create a new customer by copying the existing customer and then change the new customer's settings according to your current requirements.
Let me know if I'm headed down the right path.
Kind regards,
Leslie
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