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Applying a credit limit to multiple customer accounts
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01-03-2012 08:26 AM
I have imported 600+ customer accounts into MAS 500 (7.05). We need to apply the same credit limit to all of these accounts. One possibility I thought would be to apply the credit limit to the Customer Class but I understand this would only affect new accounts, going forward. Is there a way in MAS to do this or is my only option to bring it in using SQL.
Thanks in advance.
Skip
Systems Administrator
Biocompatibles, Inc
Re: Applying a credit limit to multiple customer accounts
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01-03-2012 12:44 PM
This is amazingly easy in SQL.
UPDATE a
SET CreditLimit = <Amount>
FROM ImportTable a
INNER JOIN tarCustomer b
ON a.CustiD = b.CustID AND b.COmpanyID = '<CompanyID>'
Of course if you make a mistake it could be pretty painful to correct.
Re: Applying a credit limit to multiple customer accounts
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01-04-2012 06:09 AM
Probably a typo but I believe you mean 'Update b' and not 'Update a'
Re: Applying a credit limit to multiple customer accounts
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01-04-2012 06:19 AM
I don't understand the "a" & "b" concept. Could you elaborate/
Thanks,
Skip
Systems Administrator
Biocompatibles, Inc
Re: Applying a credit limit to multiple customer accounts
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01-04-2012 07:06 AM
Skip,
If you don't understand what I wrote (and yes it's 'b') then you probably need to get someone to help you. I would call the reseller. For someone who understands SQL it's a 5 minute change and that includes backing up the table (just in case). Plus if you make a mistake Sage will not support you. If you don't have one I know Lou Davis or Joe Noll who post here often can do it.
John
Re: Applying a credit limit to multiple customer accounts
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01-04-2012 08:34 AM
We are on an unsupported version (Sage MAS 500 June 2008 Update (Version 7.05.20.0)) with SQL 2000. I will speak with my reseller. Thanks for your assistance.
Skip
Systems Administrator
Biocompatibles, Inc
Re: Applying a credit limit to multiple customer accounts
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01-05-2012 05:59 AM
I spoke to my reseller and I did the change in 5 minutes as you mentioned it would take.
Thanks,
Skip
Systems Administrator
Biocompatibles, Inc


