How To: Change the URN for an existing Customer
Table Of Contents
Every customer record in Khaos Control has a unique reference number (URN), stored in the Code (URN) field.
You can update a customer's URN if it has been entered incorrectly or if your business needs to adopt a different coding structure.
Warning: Changing a customer URN affects the entire system. The new URN will appear on all future documents, reprinted documents, and reports. Khaos Control will no longer recognise the old URN once the change has been saved.
This includes reports such as Sales Summary.
Before You Begin
Consider the impact of changing a customer URN before proceeding:
- The original URN will no longer be recognised by the system.
- Existing documents reprinted after the change will display the new URN.
- Reports and searches will use the new URN.
- Any internal references to the old URN may need updating.
Change a Customer URN
- Open a Customer screen (show me how).
- Load the required customer record.
- Enter edit mode by:
- Pressing Alt + E, or
- Clicking the Edit button.
- Open the [ Customer | Detail | General ] tab.
- In the Code (URN) field, highlight the existing URN and enter the new value.
- Save the customer record by:
- Pressing Ctrl + S, or
- Clicking the Save button.
Additional Information
- The URN must be unique within Khaos Control.
- Once saved, the new URN becomes the customer's primary reference throughout the system.
- Historical transactions remain linked to the customer record, but will display the updated URN when viewed or reprinted.
- Searches, reports and document reprints will use the new URN going forward.