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SBS ARCB Customer Update Utility

Important: Utilities should be run by an administrator for exception reasons only. For more information about this utility, contact your administrator.

When a customer record is edited on the Customer Card, the changes are not immediately available on the SBS ARCB Billing Schedule Card for billing schedules that belong to the customer. Use this utility to ensure that the following information is updated from the customer record for all billing schedules that belong to the customer. The following table shows the field boxes on the SBS ARCB Billing Schedule Card that are updated when using this utility.

FastTab Location Updated Field Boxes
Schedule
  • Sell-to: Address, Address 2, City, State, ZIP Code, Contact No., Contact, Country/Region Code, County
  • Salesperson Code
Schedule Lines
  • Payment Term Code
  • Payment Method Code
Schedule Details
  • Tax Area Code
  • Currency Code
  • Payment Terms Code
  • Payment Method Code
Shipping and Billing
  • Ship-to: Code, Name, Address, Address2, City, Contact, County, Country/Region, Postal Code, Post Code
  • Shipment: Code, Agent Code, Agent Service Code
  • Bill-to: Customer No., Name, Address, Address2, City, Contact, Contact No., County, Country/Region, Zip Code

Update Billing Schedules

To update the billing schedules with changes from the customer record, follow these steps: 

  1. Select the Sell-to Customer No.
    The list is updated with billing schedules for the selected customer.

    2. Tip: To update all billing schedules for all customers, leave Customer No empty.

  2. If you want the billing schedule lines to also be updated with the changes, turn on the Roll Down To Line(s) option.
  3. Select Actions > Update Schedules.

    4. If the customer has several billing schedules, the process will take a few moments. Ideally, run process outside of business hours.

The header information for all billing schedules for the customer are updated. Also, if the roll down option is turned on, the billing schedule lines are also updated.

Fields

The following field boxes are available: 

Field Description
Sell-to Customer No. Select the customer number for which you want to update the billing schedule data. When this value is empty, the List of Schedules is updated with all available billing schedules.
Roll Down To Line(s)

Indicates whether the billing schedule lines are included with the data update.

  • On: Changes to the customer record are updated for both the billing schedule header and all billing schedule lines.
  • Off: Changes to the customer record are updated for the billing schedule header only.
List of Schedules

Displays the list of billing schedules for the customer. The list displays the following information: 

  • Billing schedule number and description
  • Sell-to customer number and name
  • Billing start and end dates

Actions

This page contains the following actions: 

Button Description
Update Schedules Updates the billing schedules in the list with the latest customer information.