Accounting Finance:Customer Account-Changing a Shareholder to a Customer

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Changing a Shareholder to a Customer

In InfoNet:

1. Click Business Partners under the Maintenance & Lists header

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2. Enter Number or Name
3. Click Search
4. Click Change

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Changing Basic Data

Always pay attention to purple warnings and red alerts. Also put important information (such as date no longer a SH) in the NOTES section. Be sure to mark each note with the day and your initials. For instance, if you made a note on June 12th, 2017, write (061217CM) after the note.

1. Change Trade Name if changing from MC to Non Banner (ask owner for new name)
2. Change Account Type to Customer
3. Change Banner Type (if MC change to Non Banner)
4. Change Compliancy Status to Non-Compliant (Compliant is only for SH)
5. Click Validate

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Changing Address Data

If there is a trade name change, you might need to change the address names in additional address fields.

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Changing Customer and A/R Data

1. Change Customer Group to Customer
2. Change A/R Group to A/R – Customer
3. Change Credit Stop Code to Sales not Allowed
4. Change Credit Limit to 50000
5. Select 20 DAYS from the Credit Profile drop down menu
5. Select 30 from the Days Between Reminders drop down menu
6. Select 15 from the Reminder Grace Days drop down menu
7. Select 3 – Your account... from the Reminder Code drop down menu
8. Click Validate

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Changing Price List Data

1. Change End Date of current Price List
2. Select new price list Customers - BC or Customers - AB from the Price List drop down menu
3. Enter Start Date (day after end day of previous selection)
4. Enter End Date (12/31/2050)
5. Change Status to Active
6. Change End Date of current Price Look Up Rule
7. Select CUSTOMER'S RULE from the Price Look Up Rule drop down menu
8. Enter Start Date (day after end day of previous selection)
9. Enter End Date (12/31/2050)
10. Change Status to Active
11. Click Validate

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Changing Restriction Data

1. If no longer an MC account, change End Date of Medicine Centre Supplies (no need to inactivate Medicine Centre Products which can be purchased by all customers)
2. Change End Date of current Period Restriction Group
3. Select Customers & Assoc. Members from the Period Restriction Group drop down menu
4. Enter Start Date (day after end date of previous selection)
5. Enter End Date (12/31/2050)
6. Change Status to Active
7. Click Validate

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Changing Supplier and A/P Data

1. Change Supplier Group to Customer
2. Click Validate

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Changing User Defined Data

1. If you change customer to EFT or CC, change Allow auto cash application to Yes
2. Change EDL Customer to Does not participate in EDL
3. Change Customer EDL participation to No
4. Click Validate

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Changing Web Users

1. Change all highlighted fields to No for each user
2. Click Validate

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Changing Web Site Options

1. Change Min Check on P.O.S. orders to Yes
2. Enter 3 in the Times to email cust serv
3. Click Validate

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Updating Account

1. Review all entries (look for purple warnings and red alerts)
2. Click Validate if you made any changes
3. Click Update when you are ready to post into ASW

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