What would prevent someone from changing the customer on a sales order? Our order entry does this frequently but today we have an order where the customer inputs are grayed out and unable to be changed.
What are the cases that would prevent this change?
If the Sales Order is closed, you would need to Reopen it to make the change, then Close the Sales Order once again.
I think i was able to eventually answer my own question. If there are linked jobs, invoices, or credit memos, you are unable to change the customer.
Or linked Drop Ship Purchase Orders, which makes sense. Thanks for making me think in that direction!
We ran into the same issue, new Sales Order. No invoices, payments or shipments and we cannot change the customer. Oddly I can in Pilot so maybe it is a company or customer setting?