Change Sold To on Sales Order

Epicor ERP 9
1

I need help with this problem we have with a Sales Order.

I need to change the Sold To on a Sales Order that has a job connected to it.

It was invoiced, but we backed out of the invoice and Shipping. I re-opened the lines and release but I can’t change the Sold To as the Customer box is grayed out. I’m sure there’s a way to do this.

Any help would be appreciated.

Jonathan

2

sold to is the entire basis…be surprised if you could change that…could you ‘copy’ it to a different sold to and fix up your demand link? Actions: Copy Order

3

Hey ROB!!

I found out that they had an Invoice tied to the order. I was misled by my sales team thinking this happened recently enough to back out of Invoicing, not so.

I had them create a misc. Invoice, cancel the original invoice. Closed the order and all is well.

I should have checked to make sure I was being told accurate info, LOL. It’s been a long Firday.

4

yeah, invoicing = step off the cliff… enjoy your weekend.