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Change Customer name after save the document

Prasadug
Jr Varsity II
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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

 

Best answer by sweta68

Hi @Prasadug ,

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

Regards,

Sweta

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S
Semi-Pro III
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  • sweta68
  • Semi-Pro III
  • October 13, 2023

Hi @Prasadug ,

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

Regards,

Sweta

Chris Hackett
Prasadug
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Manikanta Dhulipudi
Captain II
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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 & Customer Experience Supervisor
Chris Hackett
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    Chris Hackett
KushaniPerera88
Acumatica Employee
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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.

 

 

Chris Hackett
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