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Auto Assigning Customer Numbers - #82587 2007/11/27
(Posted by: Lisa Sick 12/04/2007)

Call #: 82587 Auto Assign Customer Numbers

U4CSLK0		WORK WITH CUSTOMERS SCREEN
Type options, press Enter: Position Name to:
1=Select 2=Change 4=Delete 6=Prt Stmt 7=Disp Bal 8=Activity 9=Selections 10=Credit 11=Comments 12=Authorization 13=Ship To 14=Salesmen
Opt	Number	Customer Name	City	St	Loc	COD Act
	3041	ADICKES BROS.	LESTER PRAIRIE	MN	1
	3156	ADICKES DENNIS	MONTROSE	MN	1
	1669	ADICKES JOHN W.	MOUND	MN	1
	1984	ADJUSTABLE JOIST COMPANY	MINNETONKA	MN	1
	481	ADM ALLIANCE NUTRICTION	QUINCY	IL	1
	83	ADM CO.	MANKATO	MN	1
	2391	ADM ELECTRIC OF WACONIA	WACONIA	MN	1
	3260	ADOLFSON & PETERSON INC.	MINNEAPOLIS	MN	1
	3514	ADVANCED EXCAVATING INC	BELLE PLAINE	MN	1
	930053	ADVENT ENGINE	DELANO	MN	1	X
	809600	ADVENT LTD	MANKATO	MN	1	X
	3320	AERIE KNOLL INC	ROGERS	MN	1
						MORE...
F3=Exit F5=Refresh F6-Add F11-Address F12=Cancel F18=Sort By Numb

Use the Function keys across the top of your keyboard to:

F6-Add a customer to the data base.
F18-(Shift F6) To change the order of the display and sort by customer account number, not name. Then you can position to a number, instead of a name. Do this before adding a new customer to the list to see what numbers are available to use.

F6- Add Customer

This program allows you to work with customer information.

U4CSM0	CUSTOMER MASTER FILE	11/27/07
(A,C,I,D) A	V65 AgVantage Software	10:23:30
Customer Number. 265
Vendor ID . . . . . . > 103
Enter F3=Exit F4=Prompt F10=Create Customer Number

At the top left hand side of the screen, you’ll see (A,C,I,D)- add, change, inquiry, or delete. To inquire on a customer, enter an “I” and type in the customer number. If you don’t know the number, press the F4 (prompt) key. To add a new customer, enter a “A” and an account number.

Press F10 for the system to Create a customer number for you. It will use the next available number working within the range you define on the AR Option 23. Customer Number Setting.

23. Customer Number Setting

Use this option to set the range and the current position for auto-assigned customer numbers. Reset this as needed.

U4NEXTVNO	Enter Customer Number	11/27/07
Starting Customer 2
Last Customer Assigned 265
Ending Customer 5000
F3=Exit F12=Cancel

Starting at the Last Customer Assigned, the Customer Maintenance program with check the number to see if the number is available, then it will use it. If it is not available, it will then increment until it finds one that is available.

It will continue looking for available customer numbers until the Ending Number is reached.

The Starting Customer is where the program will begin looking until the Last assigned is filled in. When the end of the range is reached, it doesn't roll back to the beginning of the range for the next customer number. You need to reset the range at that time.

For additional help, please contact Support by calling (877)282-6353 or via email at support@agvantage.com.