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A/C codes needs to be edited for Customers/Suppliers Record

I have customers and suppliers changed their names but A/C code unable to edit. I have to remember their old A/C code every time when I want to enter transactions. I may not understand that why these cannot be edited when the customers/suppliers name can be edited or changed. Because of this have to create new customer/suppliers Record if they change the company name. I am sure whoever entering the transactions will agree the same as like me.

Maha Chandar

  • Hell is still toasty warm - no change of even a [snow] shower there (what do you expect from global warming...)

    See also: Posted 15/08/2023 08:02 Customer Merge on Sage

    And the biggest request on the suggestions list:

    Posted: 28/07/2016 12:48 Amend Customer or Supplier Account Reference

    Basically it comes down to the fact that Sage uses the short supplier code (by which the user is being given a quick entry) as the key field to link the data (though this has caused me a bit of a headache on a couple of occasions as we have suppliers and totally different customers with the same account code (in the different memorandum ledgers), and both were being picked up in a report when trying to report on only customers or only suppliers.

    They could "upgrade" the database by adding an extra 8 character field to hold the user supplied account code and change the current key field to be an 8 character field (eg letter S or P followed by a unique, internally increasing 7 digit number) and on upgrade, copy the current key field to the new field, and updating the current key field to point to the new value (everywhere).

    The ridiculous thing is that they tried to claim that it was to ensure that historic data was not changed, but this totally ignores the fact that (1) you can edit all the other fields (including name, address, country; and in doing so effectively swap two accounts, so that the "historic" data of each now belongs to the other) and (2) third parties provide software that can go through and change every occurrence of the key field thus changing the account code - third parties to whom they provide detailed information regarding their database.  If it was such a big no-no regarding changing the account code why let third parties have the ability to do it?

    To get around it, we've started creating "index" customers/suppliers which use the account code you would think the entity has, but as the first 8 characters of the name includes the original account code for them which you can then use (we also identify them specifically as "Lookup" in other fields with the account code to use).  It is a bit of a hassle, but it does work as a work around for the design flaw of Sage.

  • The design of the database has stopped Sage doing anything about this issue for 30 years. Adept Tools and others have developed software to deal with this issue.

*Community Hub is the new name for Sage City