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PROJECT CARD - CHANGE CUSTOMER

  • February 28, 2022
  • 2 replies
  • 129 views
F
Freshman I

Scenario: 

  1. Customer Baker
  2. Change Status to Active
  3. Process Timecard - Actual Expense Transaction updated
  4. Run Project Blling - Invoice Created to Baker
  5. Change Customer to CARDEV - System allow to change
  6. Run Project Billing - Invoice Created to CARDEV

Question:

  1. Is this normal for Construction to change customer in Project when there is transaction recorded for Revenue?

Best answer by joelhoffman

@florencegoh50  - I believe it would be less common to have a need for changing the billed customer, but it does happen.  What I find more often is the need for billing multiple customers on the same project.  It has been recorded as an Idea, please add to the voting.  This helps as we review topics for releases.

https://community.acumatica.com/ideas/multiple-customers-on-a-project-and-ability-to-bill-each-1142

Thank You.

Joel

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joelhoffman
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  • joelhoffman
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  • March 4, 2022

@florencegoh50  - I believe it would be less common to have a need for changing the billed customer, but it does happen.  What I find more often is the need for billing multiple customers on the same project.  It has been recorded as an Idea, please add to the voting.  This helps as we review topics for releases.

https://community.acumatica.com/ideas/multiple-customers-on-a-project-and-ability-to-bill-each-1142

Thank You.

Joel

Joel Hoffman
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V
Chris Hackett
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    florencegoh50
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    vkumar
  • Chris Hackett
    Chris Hackett
F
Freshman I

@joelhoffman I agreed it should not allow to change customer cos it will be difficult to manage retainage which was initially bill to the previous customer and the new customer.

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Chris Hackett
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    vkumar
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    Chris Hackett

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