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Re: Import Questions

From: Shawn Hogan
Date: Wednesday, September 5, 2001
Time: 1:53:57 pm

Roger Starnes wrote:

> I'm importing customers.
>
> (1) On a screen labeled "Assigning customer ids...", I get the following
> message "You do not have the privileges [sic] required to access this
> function." What is causing this message?

If you are having the system auto-assign customer numbers, but you do not
have access privileges as an employee to edit customer number, you will get
that.


> (2) Afterwards, I get a dialog box that says "Unindexed records to
> search: [number of records]. Processing field 'Carry Over Balance'".
> This appears to be going through the entire customer base. What is it
> doing and why?

It's checking if you have any customers that need a carry over balance
invoice generated.


> (3) The program then seems to "go away" (but is still processing) for a
> VERY, long time. What is it doing?

Rebuilding indexes.


> (4) The program is creating a "dummy" invoice with no time credit for
> the carryover balance. Is it supposed to do this?

Yes, if you imported carry over balances.


> Does this invoice add into my product (sales) figures?

Yes, but you can omit the carry over product under the product sales report
if you wish.

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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