Unified Business Solutions

You can’t remove this child customer ID. Apply records exist between the parent customer ID and this child customer ID.

In National Accounts, when you try to delete a Child Custom ID you will get this message if apply records exist. You could make the customer ID Inactive, finish applying cash on any open invoices, and keep the account in history, or remove history, etc. Here is a way to keep your National Accounts clean. This process falls under the “more than one way to skin a cat” category.

Purchase the Professional Services Tool, “Customer Combiner” from Microsoft ($750). This is a great tool for other uses, however, when it moves a Child Customer ID to the new Customer ID, it keeps all the history, including the cash apply history, while at the same time removing the Customer Account out of the National Account.

This works for only the Child Accounts. If you need to move the Parent Customer Account, first you have to remove all the Child Accounts. It does not take long but you can create new accounts for all the Child Accounts, use Customer Combiner to remove them for the National Account. Once there are no Child Accounts listed, you can delete the National Account freeing up the Parent Customer Account to be used as needed including using the Customer Combiner Tool.

CAUTION – A word of caution, Customer Combiner does not move any Master File information, if you have many addresses and setups for an existing Customer Account that you are moving, first move all the Master File information. Once you run Customer Combiner, the old Customer Card is gone.

Be sure to print your Customer Card Setup reports, Reports>>Sales>>Setup, run Customer and Customer Address setup reports.  This will be the only record available after your run the Combiner Tool.

There is another popular Professional Services Tool, Customer Modifier.  It will change the Customer Account Number and maintain the existing National Account.  Good for renumbering your Customer Accounts while maintaining the integrity of your existing National Accounts.