Ideas for Acumatica

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Change customer on sales/purchase order

Currently you cannot change the customer or vendor once the purchase order has been saved.
Many times the end user creates a sales orders and later realizes their customer wants the order to be under another account. Having to recreate the entire order from scratch because of a simple misunderstanding like this is very time consuming.
Copy doesn't work because it transmits the customer/vendor with the pasted order.
  • Gregg Mercede
  • Nov 3 2014
  • Shipped
  • Attach files
  • Tim Rodman commented
    March 05, 2019 13:44

    I can only change the Vendor on the Purchase Order when there are no lines. As soon as I add a line to the Purchase Order, the Vendor field becomes read-only. Which makes the copy/paste (then change Vendor) feature not usable because it would only make sense to copy/paste a Purchase Order that already has lines on it.

    Am I missing something? I just tried this in 19.093.0093 to confirm it wasn't a problem with an old version.