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Populating customer information changed to already created orders.

  • 20 March 2024
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Is there a way in Acumatica to update all SO’s and Invoices already created when information for a customer gets updated?

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Best answer by kokjietan 27 March 2024, 08:45

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We’ve done a customization in our own system to do something similar to update our projects.  You may only want to update current orders and keep the actual history for historical orders that were previously shipped out and billed.

For the Sales Order, the quick/easy way to do this is on the Addresses tab - select the override checkboxes and then unselect and that should refresh the address with the new addresses/contacts, but this is more of a “one at a time” thing. (This works on invoices and stuff too if you need to regenerate with an updated address).

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Thank you,

Correct we wouldn’t want to change anything on completed/closed orders. 

Yes, we are doing as you mentioned, but some of our customers place orders in the future and that can get labor intensive when you have several Sales Order to update. 

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  1. Create a Generic inquiry with a criteria to compare the field on Sales Order/Invoices vs field on Customers
  2. Add additional filters based on whether the SO/INV is updateable (eg. don’t amend closed SOs/invoices)
  3. Create a business event to trigger on field changes
  4. Under the business event, subscribe an import scenario to update the above SO/Invoices

That being said, it does run the risk of importing while users are amending the SO/Invoices, so you may want to run it on a schedule or trigger instead. 

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