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Change Customer on Sales Order after items Received


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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. 

Best answer by vkumar

Hi @Gillian 

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 :

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=fb3532bb-b4f9-4e14-8ed8-7e770d27a228

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,

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3 replies

Naveen Boga
Captain II
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  • Captain II
  • 3377 replies
  • July 9, 2024

Hi @Gillian  I think we can enable this field through workflow and modify the value. Here is an article and hope this helps you. Let me know if you need any help with it.

https://asiablog.acumatica.com/2021/10/enable-customization-fields-when-document-is-completed.html


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  • Acumatica Support Team
  • 785 replies
  • Answer
  • July 9, 2024

Hi @Gillian 

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 :

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=fb3532bb-b4f9-4e14-8ed8-7e770d27a228

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,


Naveen Boga
Captain II
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  • Captain II
  • 3377 replies
  • July 9, 2024

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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