Change customer on Job

System Configuration > Security > System Utilities 

 The system provides a utility that allows you to  change the customer on an existing job , provided certain conditions are met. 

 

 

 

 The customer can  only be changed if NO invoices have been created or processed against the job. 

 

 

 

If invoices exist, this utility will not be applicable. 

 

 

 How to: 

 

 

 Double click on the " Change Customer on Job " utility 

 

 

 

 You will get a prompt that to confirm you want to change the customer.  

 

 Click " Yes " 

 

 

 

 Select the job number you want to change  

 Select the New Customer   

 Click " Change" 

 

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 you will then get a pop up to say that the customer has been updated