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Change customer on Job

OneSystem canConfiguration > Security > System Utilities

The system provides a utility that allows you to change the customer on thean existing job, asprovided longcertain asconditions are met.

  • The customer can only be changed if NO invoices arehave processbeen created or createdprocessed against the job.

    • The
  • change
    customerIf invoices exist, this utility will changenot be applicable.

How to:

  • Double click on the job"Change andCustomer on Job" utility

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

  • Click "Yes"

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  • 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

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