To create a Name_All view
- Determine the fields necessary for special pricing. If some of your special pricing fields come from a user-defined custom table:
- From Customers, select Set up module > General to open the Set up general options window.
- Click Additional Windows to open the Customer Setup - Additional Windows window.
- Click Define Tables to open the User Defined Tables window.
- Enable the Always Create and Use for Dues Pricing options for each table that includes a special pricing field.
- Click Save.
Note: You must be logged in as the database owner to perform this operation.
- Make sure a record exists for all IDs that will be billed at a special price.
Note: If customer records were converted, or the Always Create option was activated before operations were live, you may need to generate the required missing user-defined records before you create the Name_All view. You can use a simple SQL script to do this.
- To enter the SQL script, select Utilities> SQL Query. The SQL Query window opens.
- Click New.
- Enter the script in the SQL Command Text area.
insert into Name_Demo(ID)
select ID from Name where not exists
(select Name_Demo.ID from Name_Demo where Name_Demo.ID = Name.ID) - Click Execute.
Note: You can add additional conditions such as customer type qualifications. Keep in mind that if you use a user-defined table in the Name_All view, the user-defined table must exist for every customer that is of a customer type being referenced in a special pricing formula.
- Select Utilities> Table Analysis. The Server Table Status window opens.
- Click Create Views to create the Name_All view. A system message prompts you to create all views.
- Click Yes.