Changing the customer or ship to on a sales order

You can change the customer or ship to number on a sales order after it is created. The order must be in Stage 0 (Entered) or 1 (Ordered).

See Requirements for customer/ship to number reassignment.

  1. Select Sales > Entry > Order.
  2. Use one of these methods to change the customer/ship to:
    1. Select the order to change and then click Reassign Customer/Ship To in the Header Information pane.
    2. Before selecting the order number to change, select Reassign Customer/Ship To from the More (…)menu.
  3. On the Reassign Customer/Ship To window, specify this information:
    Order #

    If you selected Reassign Customer/Ship To from the Header Information pane, the order number is defaulted. It can be changed.

    Otherwise, specify the number of the order to change.

    New Customer

    Specify the number of the customer you want to assign to the selected order in place of the current customer. Leave this blank if you are only changing the ship to number.

    New Ship To

    Specify the number of the ship to you want to assign to the selected order in place of the current ship to. Leave this blank if you are only changing the customer number.

    Reprice

    Select this option to recalculate the prices for each sales order line item.

    Customer PO #

    If the new customer requires a purchase order number for all sales orders, specify their PO #.

  4. Click Submit.
    The Header Information pane shows the new customer or ship to information.