Requirements for customer/ship to number reassignment

To change the customer number or ship to number on a sales order after the order is created and totaled, these requirements must be met:

• You must have security to reassign customer/ship to numbers in Sales Order Entry. The option, Allow Reassign Customer/Ship To, in SA Operator Setup-Entry Options must be Yes.
• The sales order must meet these conditions:
  • Must be in Stage 0 (Entered) or 1 (Ordered).
  • A pick ticket must not have been printed, even if the stage is valid for pick ticket printing.
  • The order cannot be in use.
  • The order must have a total amount.
  • It cannot be tendered for any portion of the total.
  • It cannot be suspended.
  • Only a suffix -00 order can be processed. Backorder suffixes cannot be selected for reassignment, and an order with suffixes cannot be selected.
  • Counter sale orders cannot be reassigned.
  • Floor-planned orders cannot be reassigned.
  • It cannot contain restricted products. Product restrictions are defined in Product Restriction Setup.