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Work with sales orders, Change customer/order type (DSR30501)

On this panel you can change the customer and/or order type for the order for those order lines meeting the following conditions. Note: The new order will receive the same order number as the original.

  • The order line is not connected to a production order or to a project.
  • The order line is not held.
  • The order line is not connected/attached to a shipment.
  • For a BtB line, the corresponding PO line has not yet been created.
  • Order line status is 20 or equal to the original status.
  • The order line does not have any SMS and/or rebates.
  • The order line is not NCC selling.
  • The order line is not connected to an inventory contract, advanced sales promotion, quota goods.

From

Customer
Displays the customer and name from the order being maintained.
Order type
Displays the sales order type and description from the order being maintained.

To

You can change the customer and/or sales order type.

Customer
Enter the new customer for the order. Note: Customer cannot be changed if salesman commissions exist for the order. Since these can be based on customer, commissions have to be removed before change of customer.
Order type
Enter the new sales order type for the order.
Cash register
If changing from a normal order to cash sale order, this field will be initiated from default and replacements (if a default cash register has been defined there). Else, enter the cash register code. If changing from a cash sale to another cash sale, this field will be initiated from cash register code on order header.
Get new prices
Set this flag to YES if if new prices shall be retrieved when the order type and/or customer is changed.