Any changes made to a Customer entry will not update existing Sales Orders. Once necessary changes have been made to the Customer you will need to Update Customer Fields on existing Sales Orders as required.
From the list view, search for the Sales Order and click the SO number you wish to update
Click [Actions] dropdown and select [Update Customers Fields]
To continue click [Yes, Update Customer Details]
The pop-up will show you what details have changed
All Customer Details have now been updated with the current info from the Customer Record.
These are the fields updating from the Customer Record:
- All Addresses and Contact
- Customer Reference
- Shipper
- Shipping Terms
- Payment terms
- Payment Due (days)
- Trade Discount (%)
- Order Comments
[Save]
