| Purpose & Benefits |
|---|
| This function allows you to change the TAS Customer Code of one or more Customer records in TAS. It is similar to TAS function 054, but allows multiple customers/suppliers to be processed at once. |
The change can be done interactively one Customer at a time or in “bulk” from a simple pre-prepared ASCII CSV file. The change is applied retrospectively to the chosen customers’ history throughout the TAS database.
Important
It is strongly recommended CRITICAL that a backup of the TASBooks data is taken immediately before running programs involving “heavy-duty” database changes such as this. You are asked to confirm before proceeding further.
To add a single customer to the grid for its Code change, click on Add Single Customer.
The following dialogue appears:
Existing Customer Code
Select/enter an existing TAS customer using the Navigation function keys. The system displays its name.
New Customer Code
Enter the New Customer Code. Clicking the OK button inserts the record into the Customer Code List grid:
To add a list of customers “in bulk” to the grid from an ASCII CSV file, click on Add List From File ; this brings up the standard CSV file selection dialogue with the starting folder being the current TAS data directory:
Open
Highlight your selection and click the Open button to continue.
The CSV file is pre-processed into the grid with the existing TAS Customer codes and new codes being validated; any errors or problem areas are reported in the grid, which you can correct by highlighting the row and clicking Edit Row to edit. To troubleshoot any errors, you can use the Troubleshooting ASCII CSV File Data Errors section in the Appendices.
When satisfied with the grid’s Customer contents click Start Processing Customer(s). This brings up the ‘Checking Customer List’ confirmation dialogue; click OK to continue to the standard Lock System routine as described in the Appendices.
Click OK to proceed and start the main part of the processing, with progress being reported on the original form – all other buttons are now disabled. Each row in the grid is processed. If there are any problems in a row it is skipped.
When processing is complete a message to that effect is displayed and the System Lock procedure unlocks the TAS users. A text log file with a unique name is created listing all changes that have taken place during this process (Customer_Code_Change_YY-MM-DD_NN.LOG); you are asked if you wish to view the log file. You can also view and print it later from the ‘View Text File’ option on the File menu, or even rename its extension to ‘.CSV’ and open it in your spreadsheet software.
Records of the changes are also added to the TAS System Audit Log. You can view these using TAS function 059 (‘Print System Audit Log’); be sure to select the Report Order Option ‘By Unique ID’.
Click the Close button on the Customer Code Change form to return to the main menu.