View source for Accounting Finance:Customer Account-Changing a Shareholder to a Customer

==Changing a Shareholder to a Customer==

In InfoNet:
:1. Click '''Business Partners''' under the '''Maintenance & Lists''' header

[[File:CloseCUAccount1.PNG|400px]]

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

[[File:CloseCUAccount2.png|400px]]

===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'''

[[File:CloseCUAccount3.png|400px]]

===Changing Address Data===

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

[[File:SHtoCU1.png|400px]]

===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'''

[[File:CloseCUAccount5.png|400px]]

===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'''

[[File:CloseCUAccount7.png|400px]]

===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'''

[[File:CloseCUAccount8.png|400px]]

===Changing Supplier and A/P Data===

:1. Change '''Supplier Group''' to '''Customer'''
:2. Click '''Validate'''

[[File:CloseCUAccount9.png|400px]]

===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'''

[[File:CloseCUAccount10.png|400px]]

===Changing Web Users===

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

[[File:CloseCUAccount11.png|400px]]

===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'''

[[File:CloseCUAccount12.png|400px]]

===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

[[File:CloseCUAccount13.png|400px]]

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]