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Using the Temporary Customer feature involves the following:
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Step 1: Back up files
We recommend you back up all files that store a customer ID. These files are identified on the following table and will be updated with the permanent customer ID.
| Physical Table | OS Name |
|---|---|
SV_Equipment_Replacement_Parts_MSTR | SV000182 |
SV_Contract_Quicksearch | SV00053 |
SV_Customer_Quicksearch | SV00054 |
SV_Equipment_Quicksearch | SV00055 |
SV_Note_MSTR | SV000805 |
SV_Customer_MSTR | SV00100 |
SV_Customer_Contact_MSTR | SV00160 |
SV_Location_MSTR | SV00200 |
SV_Location_Contact_MSTR | SV00205 |
SV_Location_Technicians_MSTR | SV00215 |
SV_Service_MSTR | SV00300 |
SV_Service_Technician_WORK | SV00351 |
SV_Service_Assigned_Equipment_MSTR | SV00387 |
SV_Equipment_MSTR | SV00400 |
SV_Quote_Equipment_MSTR | SV00402 |
SV_Equipment_Meter_MSTR | SV00430 |
SV_Plant_MSTR | SV00460 |
SV_Maint_MSTR | SV00500 |
SV_Maint_HIST | SV00501 |
SV_Quote_MSTR | SV00502 |
SV_Contract_Detail_Summary | SV00505 |
SV_Contract_Billing_HIST | SV00507 |
SV_Contract_Revenue_Method2_HIST | SV00508 |
SV_Contract_Revenue_Method2_MSTR | SV00509 |
SV_Contract_Billing_MSTR | SV00510 |
SV_Revenue_Recognition_Summary | SV00514 |
SV_Contract_Task_Comment | SV00531 |
SV_Maint_Escalation_MSTR | SV00533 |
SV_Maint_Escalation_HIST | SV00534 |
SV_Maint_Service_HDR | SV00537 |
SV_Quote_Task_List_MSTR | SV00544 |
SV_Quote_Task_MSTR | SV00545 |
SV_Quote_Task_Subtasks_MSTR | SV00546 |
SV_Revenue_Recognition_WORK | SV00547 |
SV_Quote_Task_Schedule | SV00548 |
SV_Maint_Annual_MSTR | SV00550 |
SV_Maint_Billing_Note_MSTR | SV00567 |
SV_Contract_Contact_MSTR | SV00575 |
SV_Contract_Task_List_MSTR | SV00581 |
SV_Contract_Task_MSTR | SV00582 |
SV_Contract_Task_Sub_Task_MSTR | SV00583 |
SV_Contract_Task_Schedule | SV00585 |
SV_Overdue_PM_MSTR | SV00598 |
SV_Contract_Financial_MSTR | SV00640 |
SV_Master_Contract-MSTR | SV00650 |
SV_Customer_Contract_Detail | SV00660 |
SV_User_Preference_MSTR | SV00910 |
SV_RDC_Audit_Trail | SV02001 |
SV_Broadcast_Warehouse_MSTR | SV333333 |
SV_Document_MSTR | SVDOCMST |
Step 2: Mark the temporary customer setup option
Mark the Use Temporary Customers check box checkbox in the Service Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options).
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Step 3: Enter data for temporary customers
You can enter service calls for temporary customers just as you would for permanent customers. However, you won't be able to enter invoices for the service calls when you change the status to Closed and save the call.
In addition, you won't be able to select service calls for temporary customers in any of the transaction entry windows in the Sales series, or in the Payables Transaction Entry window, the Inventory Transaction Entry window, or the Payroll Transaction Entry window.
Step 4: Change customer IDs
When you have received approval to change the status of the customer from temporary to permanent, you can do so using the Change Customer IDs window.
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