Updating a Customer Profile Class
You can modify an existing customer profile class in the Customer Profile Classes window. When you modify profile class information using this window, Receivables requires that you indicate whether and in what way your changes will affect other customers using this profile class.
To update profile class information for a specific customer, use the Customers window. See: Assigning Profile Classes to Customers.
Prerequisites
To update a customer profile class:
1. Navigate to the Customer Profile Classes window.
2. Query the profile class to update.
3. Update information in the Profile Class and Profile Class Amounts alternative regions as necessary.
4. Save your work. The system displays a pop-up window that lets you decide how to apply your changes. Choose one of the following options:
Do Not Update Existing Profiles: Choose this option if you do not want to update existing customer profiles with your new profile class values. When you choose this option, the system only assigns the new profile values to any new customers to whom you assign this profile class.
Update All Profiles: Choose this option to update your new profile class values for all existing customers whom you previously assigned to this profile class. To preserve your customizations to a customer's individual profile, this option does not update every field on a customer's profile with values from the newly modified profile class; only the fields you changed for this profile class will affect your customer's profile. When you choose this option, the system automatically generates the Update Customer Profiles report so you can review your changes.
Update All Uncustomized Profiles: Choose this option to update only those customer profiles that you have not previously customized (the fields on the customer's profile match the original values of the fields you are changing on the profile class). For example, you change the Statement Cycle for a profile class from Weekly to Monthly. When you choose this option, the system only updates the profile classes of customers whose statement cycles are currently set to Weekly.
When you choose this option, the system generates the Update Customer Profiles report. Refer to the 'Exceptions' section of this report to review the customized profile classes that were excluded from the update process. You can then use the Customers window to update customers whose profile classes were not automatically updated.
See Also
Entering Customers
Entering Customer Addresses
Assigning Profiles to Customers
Update Customer Profiles Report
Define profile classes