Duplicate customers

When duplication is performed for a customer, the following dependent data (accessed via the More… button) will also be duplicated:

Customer Utilization (Employee)
List of Customer/Carrier Cross-References (Employee)
Business Hours (Employee)
List of Customer/Location Cross-References (Employee) (excluding "Same Entity" and "Corporate" relationships)
Contacts (Employee)
Customer External Accounts (Employee)
Customer List of Surcharged Discounted Tariffs
Memo (All)

Note: If a Division is being assigned to the customer being created by the duplicate operation and the Enforce Division and Logistics Group Relationships flag in the Global Settings is True, rows in the Carrier / Customer Authorization, Customer / Shipping Location Cross-Reference and Customer Surcharge tables will be duplicated only if the Carrier, Shipping Location or Tariff refers to the Division being assigned to the new customer, or the Carrier, Shipping Location or Tariff does not refer to any Division. Similar restrictions will be imposed for Logistics Group, where applicable.

Duplication will not be performed for the following dependent data:

Customer Versions (Employee)