Modify a Customer

Modify a Customer

Background


A CCM (Customer Change Modification) document is used to modify or add to an existing customer record. This document is used to update Vendor/Customer table information, Customer Account Options table information, and 1099 Reporting Information table information. Changes submitted through this document will only apply to a single record.

 

Types of Modifications

·         DUNS number - Headquarters section steps

·         Legal Name change - Header section steps

·         Add New Address - Address information section steps

·         Address change - Master Address section steps

·         Add a New Customer Account (customer and billing profile combination) - Customer Account section steps

·         Add New Contact or Modify the existing Contact - Contacts section steps

·         Change Active Status - Certification section steps




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