You can only increase the length of the first section of your Customer ID. Other changes require a key change performed by Sage Expert Services.

Considerations

• Any customer added with the new format will print at the end of your reports.
• Reports will sort from shortest to longest length if you have varying lengths of Customer IDs.
• To modify this sort order, customize your reports to sort numerically instead of by length.

Change the first section

Change the size of the first section of a Customer ID.

1. Have all operators exit all Sage 300 Construction and Real Estate applications.
2. Make a backup of your data.
3. Launch Sage Desktop.
4. Rename the Master.ARM to MasterOriginal.ARM.
   
   CAUTION:

   Don’t open any applications until you complete all steps. You'll rename the file back to its original name in step 11 below.

5. From the File menu, select Company Settings, Custom Descriptions.
6. Click in the Description field for AR Customer.
7. Click Set Up Sections.
8. Increase the Size for Section 1 as needed. Don't change the size for any other sections.
9. Click Test Entry to verify the size is adequate, and then click Close.
10. Click OK to exit Custom Descriptions.
11. Rename the MasterOriginal.ARM back to Master.ARM.
12. Go to Accounts Receivable, Setup, Customers.
13. Enter a new Customer ID to verify the format is correct. You can delete the customer if you don't need it.

Other changes to the format

Other changes to the Customer format require a Key Change.

1. Download and fill out the attached Key Change Form.
2. Attach and email Sage Expert Services (SES) to get an estimate and schedule the key change.

Attachment: KeyChangeForm.doc