How To: Move a Sales Order to the correct Customer

Where a Sales Order has been created against the wrong customer, the "Move Sales Order" function found on the Sales Order screen's "Other Actions" menu allows Sales Orders to be moved to another customer.

It is not possible to move sales orders that:

  1. Have payments attached [1] (this operation is blocked to prevent credit card misuse);
  2. Have a linked sales invoice in a non-editable Sales Invoice manager stage; or
  3. Have linked sales invoice(s) that have been issued.

Procedure

  1. Open the original Sales Order, see Open a Sales Order screen (show me how).
  2. Ensure that no payment lines exist on the Sales Order.[2]
  3. It is advisable to move any linked Sales Invoices out of the processing path (e.g. to manual hold), so they won't get actioned.
  4. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
  5. Click on option 11 Move Sales Order... or press M if you used F9.
  6. Answer "Yes" when prompted:
    Move sales order code <sales order code> to other customer?
  7. From the customer Lookup popup select the customer the order is being moved to.
  8. The sales order will be moved to the selected customer.
  9. Ensure any linked sales invoices that were moved to manual hold, etc. have been moved back onto the process path (e.g. to the released stage).


Notes

  1. ? In such cases, you will need to remove the payment from the sales order (ensuring to either delete, refund or contra the payment on the customer statement) before the move facility will allow you to proceed.
  2. ? Should you remove a payment line from the sales order, don't forget to either delete, refund or contra the payment on the customer statement screen


See Also


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