PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement:

1. Client wants to update the billing address of the parent accounts and all their sub-customers accounts.
2. The following are the changes to be made :
   1. The Billing street Address 1 to: new value
   1. The Billing street Address 2 to: make the field empty
   1. The Billing Postal Code/Zip to: new postal code.

• The billing information does not get change for attention, addressee, city, Province
• None of the shipping address should be changed

Solution:

1. First, we will create a saved search separately for the two parent accounts for extracting the default billing address details of the parent accounts and all their sub-accounts.
2. Then will prepare a CSV file with the correct billing address details of the parent accounts and sub-customer accounts.
3. Thereafter CSV import and mapping of the correct datas will be made.
4. After that CSV import will be done to update the address 1, address 2 and Postal Code/Zip only.
5. This CSV import for each parent account along with their sub-customer accounts will be done individually.

Assumption:

some of the records are having same shipping and billing address for those cases we will assume the address as the same.

Time:

Total Estimated Time : 8hrs