Understanding the Automatic Update of Category Codes from Address Book

To keep the customer master category codes in sync with the changes that you make to address book category codes, you must run the Copy Category Codes to Customer Master program (R01050). The system copies the values from the address book category codes to the corresponding category codes on the customer master record. If you use line of business processing, the system copies the category codes to all customer master records for all companies unless you use data selection to specify the company.

The system provides processing options for you to specify the category codes that you want to update. You can use data selection to limit the customer master records that the system updates.

To update category code values on invoices that have been previously entered for the customer, you must run the Update A/R from Address Book program (R03B802).