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Business central how change customer

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Posted on by MB-29040714-0
Good morning, I'm facing the need we have to change the reference client of an order after it has been created. The modification would occur before the registration of the first purchase or sales invoice.
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Administration and permissions
  • Suggested answer
    CU29041606-0 Profile Picture
    CU29041606-0 13 on at
    Business central how change customer
    Learn how to efficiently modify the reference client of an order post-creation. Make changes / Remodeling before registering the initial purchase or sales invoice.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 3,965 Super User on at
    Business central how change customer
    you can change the customer on a sales order, BC will ask you to recreate the sales lines and will update header info per the changed customer.
    if you are facing other challenges, please provide more info.
     
    Jun Wang
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,042 Super User on at
    Business central how change customer
    As long as you have not Posted Receipt or Posted Shipment, you can change the Customer/Vendor of a document while the document is in Open Status.  If you have Released the document, use the "Reopen" action to change the Status back to Open.  Then use the Customer No. field to change the Customer.  The system will prompt a confirmation (actually a few) to make the needed changes.  Be sure to select Yes to change all instances of the Customer on the Document.
     
    If this helps resolve your issue, please mark it as a Verified Answer to help other forum Users.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 3,083 Super User on at
    Business central how change customer
    Hi
    If the order has not been shipped or invoiced. You could modify it. Have you performed any operations with it?
    BR
    GR
  • Judy Profile Picture
    Judy Microsoft Employee on at
    Business central how change customer
    Moved to Business central Forum for more professional insights.

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