Create
Conts. from Customers batch job, you can create contacts from
customers.With the Create
Conts. from Customers batch job, you can create contacts from
customers.
Before you can use this batch job, you must integrate the Sales & Receivables application area to the Relationship Management application area. You do this by entering a business relation code for customers in the Relationship Management Setup window.
You may want to use this batch job if you have customers that were created when the Sales & Receivables application area was not integrated with the Relationship Management application area.
If you want to include more information, you can select additional fields to be included in the batch job. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the batch job will include all your records.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.
To filter the information in the batch job, in the Filter field, fill in the relevant information as follows:
No. field: Enter the numbers of the customers you want to create contacts from. If you leave this field empty, the batch job will include all customers.
Search Name field: Enter the search names of the customers you want to create contacts from.
Customer Posting Group field: Enter a customer posting group if you only want to create contacts from the customers within that particular posting group.
Currency Code field: Enter a currency code if you only want to create contacts from customers with that particular currency code.
Click the up-arrow in the lower left-hand corner of the window to see the table with the filters you have set for the batch job.