Combine Existing Customer Numbers allows you to merge two of your customer files into one customer.  This is found on the CFM #3 menu code.  This is usually used if the two companies had a merger or if two customer numbers were mistakenly entered instead of one. This option combines the open and closed orders and all of the statistical data as well. Note: Once two customers are combined, there is no way to un-combine them.

This program should not be run if anyone else is on the system.  It is recommended that this program be run in the early morning or later at night when the operator running the program is the only person logged onto EZZ.  The system requires that the customer file be locked.  Inability to lock this file will cause the system to not run this utility. 

Combining Customer Numbers

Old Cust #.  This is the customer number that will eventually be taken out of the system.  The system will ask if this is the correct customer.  It is imperative that the number entered in the old customer number field be the customer number that is to be taken out of the system.  To proceed, enter "Y ".

New Cust #.  Enter the customer number that the old customer number is to be merged with.  The system will again ask if this is the correct customer.  To proceed, enter "Y ". 

The system will then prompt Change Customer Number ABC001 to ABC002? (Y/N).  Before responding to this prompt, double-check the customer numbers entered to ensure they are the customer numbers to be used in this utility.  To proceed with the change, enter "Y".  To cancel the utility and return to the CFM menu, enter "N". 

The system will then prompt Do you want the opportunity to change the Customer Address and A/R Address in the Order File and Order History File? (Y/N).  The system will go into the open order and order history file and change all addresses and A/R customer numbers from the old customer number to the new customer number.  To proceed, enter "Y".  To leave the order history with the original addresses and A/R numbers, enter "N".  When future Order History Inquiries are made, the orders will appear with the new customer number and information if this prompt is entered "Y". 

IMPORTANT:  ONCE THE MERGE IS COMPLETED, THERE IS NO KNOWN WAY OF REVERSING THE OPERATION.  MAKE VERY SURE THAT THE CUSTOMER NUMBERS ARE CORRECT.

The system will then prompt Do you want to delete Customer # ABC001? (Y/N).  To delete the customer number from the system, enter "Y ".  To use this customer number again, ABC001 will require reentry through Customer Master File Maintenance. 

It is recommended that this utility be set at the highest security levels.