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Change Customer name after save the document

  • 13 October 2023
  • 3 replies
  • 93 views

Hi, 

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

Regards

 

3 replies

S
Rank
Userlevel 7
Badge +10

Hi @Prasadug ,

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

Regards,

Sweta

Manikanta Dhulipudi
Rank
Userlevel 7
Badge +12

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 /vrsn2709@gmail.com /
KushaniPerera88
Rank
Userlevel 4
Badge +1

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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