Is there a way to change a who the customer is on a sales order after the items have already been received?
The field is not greyed out, but when I try to change it I get an error that says:
If anyone has a solution to this please let me know.
Or if there is a way to Merge Customers, that would also work.
Hi
https://asiablog.acumatica.com/2021/10/enable-customization-fields-when-document-is-completed.html
Hi
From audit perspective, I would suggest you create a return document for original Sales order linked shipment, and take the document through the Return process. Here is the return process :
Create a new Sales order with correct customer and process the document further.
Ability to merge customer is not available at present, Here is the related feature request link:
https://community.acumatica.com/ideas/ability-to-merge-customers-vendors-not-just-prospects-3030
Hope this helps,
Regards,
Thanks for chiming in, @vkumar. There will be significant impacts on attached payments, shipments, and invoices.
As Vijay suggested, please create a new sales order and return the old one.
The above approach will work for Custom fields, other fields which does not have any impacts.
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