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Field Change Utility
This tool allows
you to select all the customers who have one tax rate and change the rate
to another. In addition, it will allow you to further define which customers
should be changed. For example; when sales tax rates change, it is necessary
to adjust each customer's tax rates to ensure that the proper rate is
charged. With the existing ACCPAC program you have to select each customer
to be changed, press down to the tax rate field on the customer screen,
change the rate, and go on to the next customer to which the tax applies.
If you only have a few repeat customers, this is quite manageable; however,
for those who have many customers, this can be a tedious and error prone
change. You may also have many different rate changes if you service more
than one tax district or county. Selecting each district and changing
each customer could take hours and would likely result in errors.
Field Choices
In order to make
the program even more capable and its databases easy to change, other
fields may also be changed with this tool.
It will work on any
field in any database but has been predefined to work on the fields which
will not effect other databases (no key fields). The time savings for
one change such as tax rate changes could save companies several hours
of tedious work and completely eliminate mistakes. The following fields
have been predefined for you to select and change.
Customer File
- Zip Code
- Territory
- Industry
- Sales Person
- Source
- Code
- Type
- Sales Tax
- Discount
- Credit Limit
- GL Link Code
- Tax District
Inventory File
- Inventory Class
- Unit of Measure
- Code
- Location
- Supplier
- GL Link
When installed, this tool is added as another choice in the Utility menu.
Once selected it will prompt you for easy-to- see highlighted selections
so you can make the changes you desire. You may add as many others as
you like. You may also add other databases.
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