Completing Conversion Prerequisites

This section discusses how to establish edit table values and review customer source information.

The PeopleSoft system provides a number of tables that affect customer processing. You should set up these tables before you convert customers. When you convert data, the values that you use for certain fields should match the values in these tables.

Customer Set Controls

Customer set controls establish rules that apply to every customer in a SetID. You can enable the system to autonumber customer IDs. If you do, the system automatically assigns a customer ID to each customer that is unique within the SetID as you enter customers online.

When using customer autonumbering, you may have to set the value of the last customer ID that you assign after converting the customers to ensure that you do not duplicate customer numbers. To update autonumbering, access the Automatic Numbering page and enter a customer ID as the field in the appropriate SetID.

Dun & Bradstreet

To import Dun & Bradstreet (DB) numbers into CUST_ID_NBRS, you must set up the DB numbers beforehand on the Dun and Bradstreet page.

For information about importing Dun & Bradstreet reports in bulk by type using the Data Export Import Utility, see Obtaining Dun & Bradstreet Information for a Customer.

VAT Registration Data

If you are importing VAT registration data into CUST_VAT_REG, you must set up the customer VAT countries beforehand on the VAT Country Definition page.

See Understanding VAT

Before converting customer information, you should analyze existing data and:

  • Do not convert inactive customers.

  • Clean up customer data.

    Some of the data that you are trying to convert may be corrupt due to code changes in the legacy system or bugs that allowed bad data to enter the system. If you convert this data before cleaning it up, you may introduce bad data into the PeopleSoft database.

    Delete duplicate name and address records for each customer. For example, a customer may have one customer ID that is defined by the initials of the company and another that is defined by the full company name.