Use the Customer Code Update Report (RCCU) to change one or more fields in Customer Maintenance (MCR) for a range of customers. In RCCU you'll specify the new value for the field and then indicate the range of customers in MCR that should change to the new value.
Be very careful when filling in the RCCU screens. Review the From / To ranges to ensure that you are updating only the customer records that you want to change. If you aren't sure what customers are included in a particular From / To range, run an accounts receivable report first to check (such as the A/R Flexible Report (RFR), using the Flex Report Name CUSTOMER, available in Network Access).
Always have a successful backup tape available before running RCCU.
To use RCCU, you need to answer the following questions:
Which field or fields in Customer Maintenance (MCR) do you want to change?
What do you want the field changed to? In other words, what is the new value for the field?
Which customer accounts do you want to change?
Once you know the answers to these questions, you can use the procedure in the next section to make the changes to the customer accounts.
For an example of the report and definitions of the fields on the report, click here to go to the report example help topic.
From the Eagle Browser, click Reports, then Accounts Receivable Reports, then Customer Code Update Report (RCCU).
If you have a Default Report Profile for this report, click Run to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and click Run. Otherwise, continue with the next step.
From the
page, review the default entries in the fields and make changes if
needed. For a definition of each field, click here.
The next four pages, Main, Credit, Misc, and Misc 2 include fields from Customer Maintenance (MCR) that you can update. Locate the field(s) you want to update, fill in the new value that you want the field to have after you run RCCU. Some fields have an arrow that you can click to display a list from which to select the new value. If you want the new value of a field to be blank, enter a # (pound sign) in the field.
Click 
.
On this page fill in the from and to ranges to determine the customer
records selected for the report. These are the customers that will
be updated with the new values you entered in the previous step. Review
the from / to range you've entered. If you leave the From/To fields
blank and the fields on the Code Selection page blank, then all accounts
in Customer Maintenance are updated. For a definition of each field
on this page, click here.
Instead of filling in the From/To fields to limit the range of customers, you can tell the system to use a list of customers that you created with the ReQuest application. To do this you would do the following:
Generate this list of customers using Function RQR (in Network Access). Use the Accounts Receivable procedure RCCU. Generate the list just prior to running the Customer Code Update Report (RCCU) to ensure that you are using the correct customer list.
Then, on this From/To page, set the Use ReQuest RCCU list field to Y (yes). If you want to delete the list after it is used, then change that field to Y. To retain the list, set the field to N.
Click the link "Click to View ReQuest List" to display a viewer window with available lists. Click to highlight the list you want to use and then click Select. The window closes. The system will now use that list of customers when you run the report.
Click 
.
On this page, fill in the desired fields to include or exclude groups
of customers. For a definition of each field on this page, click here.
(Optional)
Click 
.
If you are faxing the report, fill in the fields on this page. For
a definition of each field on this page, click here.
Click Run to process the report now, or click Queue to add this report to a queue. For more information about creating queues, click here.
For an example of the report and definitions of the fields on the report, click here to go to the report example help topic.
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