Temporary customers can be set up in Service Management without permanently adding them to the Receivables Management customer database. For example, you may wish to set up a customer for service pending credit approval. Later, when the credit is approved, the customer ID easily can become part of your permanent customer file.

You can enter service calls, equipment IDs, and contracts for temporary customers. However, you are not able to enter financial-related data, such as invoices in the Service Management or transactions in Receivables Management.

Using the Temporary Customer feature involves the following:

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

Mark the Temporary Customer Setup Option

Mark the Use Temporary Customers checkbox in the Service Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options).

All new customers that are added through Service Management or Receivables Management are marked as temporary in Service Management until you complete the customer renumber procedure.
You can't use the customer auto-numbering feature with temporary customers. For more information, see the section Temporary Customers and Auto Numbering.

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.

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.

Select File > Maintenance > Service Management > Change Customer IDs. All temporary customers display in the Temporary ID column.
Assign permanent customer IDs by entering a new customer ID in the Permanent ID column. The permanent ID must be different than the temporary ID.
Select Process. The Change Customer ID Audit report prints when the process is complete. The report contains the customer IDs that were changed, the files (tables) that were affected, and the number of records (or rows) in each file that were searched and changed.