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Change Customer name after save the document

  • 13 October 2023
  • 3 replies
  • 70 views
Prasadug
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Hi, 

Is it possible to change customer in AR documents after saving the document(Ex: AR invoice,credit/debit memo)?

Regards

 

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Best answer by sweta68 13 October 2023, 07:26

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S
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Userlevel 7
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Hi @Prasadug ,

I believe you need to do the customization to achieve the same.

Regards,

Sweta

manikantad18
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Userlevel 7
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Hi @Prasadug 

We dont have this Option in Invoice, 

Please check the code in sales order and apply the same in Invoice and verify the end to end flow.

Thank you.

Acumatica Functional Consultant
KushaniPerera88
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Userlevel 4
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Hi @Prasadug Currently we cannot change the customer once we save the AR documents. As @sweta68 mentioned this can be achieved through a customization.

 

 

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