I figure I’ll need to talk to the finance person and see if there’s a way we could remove the order, enter a new one under the new CustID and run that order through.
I’d REALLY prefer to just change the CustID (correction: CustId is not on OrderHed) on the OrderHed table, but I’m concerned that I’ll break something. Although, come to think of it, Epicor uses CustNum throughout the system so maybe if I just updated the CustID on that record it would meet my needs?
You are in luck!!! The whole system bases ebverything on the CustNum. The CustID is like an alias for the CustNum. You can change the CustID whenever you want.
Just load the Customer in Customer Maintenance, then click teh Change ID button
You still need to implement a BPM to prevent using a CustID of an existing customer from a different company. (I assume, in the future, you’ll make new customers through the UI)