No, but I will and let you know if it works.
________________________________
From: Cathy <cathy@...>
To: vantage@yahoogroups.com
Sent: Tuesday, August 27, 2013 2:36 PM
Subject: RE: [Vantage] Re: Cant change customer on Sales Order
Â
Did you try the credit memo and changing the customer on the sales order?
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Tuesday, August 27, 2013 10:12 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Cant change customer on Sales Order
First time in 4 years. They wanted to keep the same sales order number because of the international paperwork that was already done on it.
________________________________
From: Cathy <cathy@... <mailto:cathy%40embeddedarm.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 26, 2013 7:41 PM
Subject: RE: [Vantage] Re: Cant change customer on Sales Order
We have had this happened and we did a credit memo for an advanced payment or deposit.
It basically puts in on account since there aren’t any shipments.
It is in the dropdown in AR Invoicing, credit memo for Advanced Billing or Deposit Billing.
As far as the Sales Order goes, we added a new SO with their old PO.
We also did not change the customer, we just had to change the part number on the line.
I wonder if you do the credit memo, if it would let you change the customer?
This might be something customer services wants but, how often does it happen?
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
Sent: Monday, August 26, 2013 12:49 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Re: Cant change customer on Sales Order
Nope, but we figured it out. An advance credit was applied to it. Now we have to figure out what to do about it since our Customer Service wants to change the customer on it without creating a new Sales Order.
Steven G.
________________________________
From: alexandra_gaigelas <alexandra.gaigelas@... <mailto:alexandra.gaigelas%40gmail.com> <mailto:alexandra.gaigelas%40gmail.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 26, 2013 3:40 PM
Subject: [Vantage] Re: Cant change customer on Sales Order
Has a pack already been created for it? Even if the pack hasn't been shipped, you need to remove the lines from the pack before being able to change the customer.
________________________________
From: Cathy <cathy@...>
To: vantage@yahoogroups.com
Sent: Tuesday, August 27, 2013 2:36 PM
Subject: RE: [Vantage] Re: Cant change customer on Sales Order
Â
Did you try the credit memo and changing the customer on the sales order?
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Tuesday, August 27, 2013 10:12 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Cant change customer on Sales Order
First time in 4 years. They wanted to keep the same sales order number because of the international paperwork that was already done on it.
________________________________
From: Cathy <cathy@... <mailto:cathy%40embeddedarm.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 26, 2013 7:41 PM
Subject: RE: [Vantage] Re: Cant change customer on Sales Order
We have had this happened and we did a credit memo for an advanced payment or deposit.
It basically puts in on account since there aren’t any shipments.
It is in the dropdown in AR Invoicing, credit memo for Advanced Billing or Deposit Billing.
As far as the Sales Order goes, we added a new SO with their old PO.
We also did not change the customer, we just had to change the part number on the line.
I wonder if you do the credit memo, if it would let you change the customer?
This might be something customer services wants but, how often does it happen?
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Steven Gotschall
Sent: Monday, August 26, 2013 12:49 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Re: Cant change customer on Sales Order
Nope, but we figured it out. An advance credit was applied to it. Now we have to figure out what to do about it since our Customer Service wants to change the customer on it without creating a new Sales Order.
Steven G.
________________________________
From: alexandra_gaigelas <alexandra.gaigelas@... <mailto:alexandra.gaigelas%40gmail.com> <mailto:alexandra.gaigelas%40gmail.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Monday, August 26, 2013 3:40 PM
Subject: [Vantage] Re: Cant change customer on Sales Order
Has a pack already been created for it? Even if the pack hasn't been shipped, you need to remove the lines from the pack before being able to change the customer.
--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> , <sgotschall@...> wrote:
>
> We are on Vantage 8.03.408A Progress. We have a Sales Order that has two line items on it that are both ship from stock so there are no jobs associated with it. Everything is open on the order, but we can't change to customer. We can change just about everything else. Any ideas? Steven G.
>
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