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Question

Acumatica - change customer class without changing TERMS?

  • April 15, 2026
  • 2 replies
  • 39 views

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Good morning,

Is there a way to mass update a Customer Class while not changing any of the other settings on a customers account?  When I try changing the class, this pop up appears and it defaults to “Yes” but we want it to click “No” so our customers accounts aren’t changed for their terms.

 

 

2 replies

jgibson53
Freshman II
  • Freshman II
  • April 15, 2026

Hi! There is an option to add a Dialog Answer in an import scenario. Similar to this below. (This is for Item Class, but same concept at Customer Class dialog box). You will enter either Yes or No based on your desired outcome.
 

This article also walks you through updating Customer Class via Import:

Cheers! 


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  • Author
  • Freshman II
  • April 15, 2026

Hi! There is an option to add a Dialog Answer in an import scenario. Similar to this below. (This is for Item Class, but same concept at Customer Class dialog box). You will enter either Yes or No based on your desired outcome.
 

This article also walks you through updating Customer Class via Import:

Cheers! 

Great, thank you for the prompt response!  I’ll look into this!!