Previous  Next          Contents  Index  Navigation  Glossary  Library

Update Customer Profiles Report

Receivables automatically generates this report when you choose either 'Update All Profiles' or 'Update All Uncustomized Profiles' when saving changes in the Customer Profile Classes window. Receivables does not generate this report if you choose 'Do Not Update Existing Profiles.'

If you choose to Update All Uncustomized Profiles, this report will consist of the following two sections:

If you choose Update All Profiles, Receivables will only generate the Audit section of this report.

Report Headings for Exceptions

Customer Name: The name of the customer that was excluded from automatic update.

Customer Number: The number of the customer that was excluded from automatic update.

Location: The customer location with a customized profile class that was excluded from update.

Customized Profile Option: The name of the customized profile option

Current Value: The value of the customized profile option for the customer or customer location.

Attention: The Current Value and the Credit Class Value may be the same if the profile option for the Customer Profile Class was updated to the same value as the customized profile option.

Credit Class Value: The value of the profile option in the Customer Profile Class.

Column Headings

Previous Value: The value that the attribute had prior to your modification.

Profile Option Updated Value: The attribute of the customer profile class that was modified.

Update Option: The update option selected when you updated the customer profile class.

Updated Value: The updated value of the attribute that you modified.

Report Headings for Audit

Credit Class: The name of the customer profile class that was updated.

Number of Profiles Updated: The number of customers whose profile options were updated when you modified the customer profile class.

Update Option: The update option that you selected when you updated the customer profile class. This report will only be generated if you select either Update All Profiles or Update All Uncustomized Profiles.

Column Headings

Previous Value: The value that the attribute had prior to your modification.

Profile Option Updated Value: The attribute of the customer profile class that was modified.

Update Option: The update option selected when you updated the customer profile class.

Updated Value: The updated value of the attribute that you modified.

See Also

Updating a Customer Profile Class

Running Standard Reports and Listings

Receivables Standard Reports

         Previous  Next          Contents  Index  Navigation  Glossary  Library