Sage 100

I have a customer that has a bunch of customers marked as Balance forward, with 3 years worth of invoice and payment history. They'd like these records changed to Open Item. I have the Sage KB article on how to do this, but was wondering if anybody has had any success in a more streamlined method? They're Sage 100 Standard.

Haven't tried in on the latest and greatest... but I have in the past had success setting up a new customer exactly how I want it and open item, then merge the Balance Forward customer into it. When that is done you can renumber it back to the original number. Not sure what the Sage KB details you read were?

Many years ago I seem to recall DFDM the customer master to OPEN. Set the options also to only allow Open (not mixed). There may have been a gotcha or two but from what I recall it worked. YMMV

Thanks! I'll give that a try. KB article: 20911. Basically, change the customer to OI in DFDM and then update every invoice and payment marked as BF or PY in 3 different tables. It's not realistic to touch every record for each account, they have quite a few. Thanks again!

Thanks Wayne! I tried just changing the customer record in DFDM, but it didn't resolve AR Aging or method for applying payments, which are their main concerns.

Sadly, creating the new customer and merging the BF customer into the new OI customer doesn't resolve the issue of balances. Unless I'm missing something...

I have a client in the same situation. When I have time, I was going to explore using VI to make the changes per a Sage KB article (Not sure if it is the same one). Unfortunately, I haven't had the time.

I tried exporting offending records & importing back in, but was unsuccessful. If you've got a minute, I'd love to see the article you're referring to. Mine had nothing to do with a VI job, so I'm thinking they're not the same. Thanks John.

The article I have uses DFDM to edit specific records and seems to match closely the 20911 version you have. Because key changes need to be made to two of the files, my thought was to export all 4 files listed in KB article 20911 to CSV, make the changes to each using Excel or an editor, import them all back in and rebuild the sort files. In our case, the whole customer base is set to BF. It sounds like even the manual methods haven't worked for you. I would expect the aging to be a bit weird until the converted BF Invoices have all been paid.