Order Management System. What's new
← Version 1.37.57.0

The ability to change Customer on the Sale Order

Sale Order edit form:

  • Customer dropdown:
    • was added the ability to change Customer:
      • it is enabled for next Order statuses:
        • Draft (logic not change);
        • Pending PO;
        • In Process;
        • Ready To Ship;
      • if Customer has been changed -> on SO:
        • Item:
          • Prices:
            • is displayed pop-up for Price changes;
          • Discount:
            • is added from new customer (if exsist);
        • Payment:
          • Customer payments from the Sale Order is unlinked from the order and linked to the customer account;
        • Fields are updated and taken from the Customer:
          • Sales Rep;
          • Payment Terms;
          • Credit Limits;
          • Ship Address;
          • Bill Address;
          • Contact;
        • The customer is changed on the next linked Orders -> and on the Orders List forms:
          • Ship Order;
          • Pick Order;
          • Invoice;
          • Quote Request;
          • Purchase Order;
        • Order isn’t displayed for the Customer that was changed in the Customer center.