Using Customer Name Modifier

Dynamics GP stores the Customer Name on transactions when they're created, and amending the name through the Cards window does not update the transactions.

How to do it…

However, the Customer Name stored on transactions can be modified using the Customer Name Modifier tool. To update the customer name field at the transaction level, follow these steps:

1. Open PSTL and select Customer Name Modifier from Sales Tools.
2. Click Next:
   
3. In the Starting Customer Number field, enter FITZDIGI0001.
4. In the Ending Customer Name field, enter Fitz Digital.
5. Click Convert.

If there are a number of customers to be renamed, this can be done using the Validate/Import functions.

Import from spreadsheet

Customer Name Modifier is capable of using a Tab delimited file to modify Customer Numbers in bulk.

Other Name Modifiers

Vendor Name Modifier provides the ability to rename Vendor records individually or en masse using imports from a spreadsheet.