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Regular Contributor
skipwhitten
Posts: 257
Registered: 11-03-2008
0

Applying a credit limit to multiple customer accounts

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

Skip Whitten, MCP
Systems Administrator
Biocompatibles, Inc
Sage MAS 500 Customer
JohnHanrahan
Posts: 207
Registered: 11-03-2010

Re: Applying a credit limit to multiple customer accounts

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.

Sage MAS 500 Customer
DGill
Posts: 218
Registered: 11-06-2008
0

Re: Applying a credit limit to multiple customer accounts

Probably a typo but I believe you mean 'Update b' and not 'Update a'

Regular Contributor
skipwhitten
Posts: 257
Registered: 11-03-2008
0

Re: Applying a credit limit to multiple customer accounts

I don't understand the "a" & "b" concept. Could you elaborate/

 

Thanks,

 

Skip

Skip Whitten, MCP
Systems Administrator
Biocompatibles, Inc
Sage MAS 500 Customer
JohnHanrahan
Posts: 207
Registered: 11-03-2010
0

Re: Applying a credit limit to multiple customer accounts

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

Regular Contributor
skipwhitten
Posts: 257
Registered: 11-03-2008
0

Re: Applying a credit limit to multiple customer accounts

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

Skip Whitten, MCP
Systems Administrator
Biocompatibles, Inc
Regular Contributor
skipwhitten
Posts: 257
Registered: 11-03-2008
0

Re: Applying a credit limit to multiple customer accounts

I spoke to my reseller and I did the change in 5 minutes as you mentioned it would take.

 

Thanks,

 

Skip

Skip Whitten, MCP
Systems Administrator
Biocompatibles, Inc