Have you ever accidentally entered an invoice, order or quote for the wrong customer ID? If you discover the error before posting, enhancement SBC - Change Customer ID On Document saves the time and trouble of deleting and re-entering the document by allowing the Customer ID to be changed.

To change the Customer ID, select Edit Documents from the Enter Invoices/Orders/Quotes menu. Then select the document to be changed. At the accept prompt, enter "B" to change the Customer ID:

+--------------------------------------------------------------------+
|+==================================================================+|
||SIPROC1                  Edit Documents            COMPANY ID: SP ||
||07/10/96            Software Professionals Inc.                   ||
|+==================================================================+|
| DOC TYPE....: I Invoice          DOC STATUS.: A Active             |
| DOC NUMBER..: 023551                                               |
| CUSTOMER ID.: DUNCAF                                               |
| DOC DATE....: 07/25/96                                             |
|                                                                    |
| SOLD TO.....: Fremont Duncan     SHIP TO....:  Fremont Duncan      |
|               180 Oakridge Drive               180 Oakridge Drive  |
|               Dunwoody, GA                     Dunwoody, GA        |
|               30033                            30033               |
| CONTACT.....:                                                      |
| PHONE.......:                    SALES TAX: 001                    |
| PHONE #2....:                               GEORGIA       4.000    |
| P.O. NUMBER.:                               FULTON        1.000    |
| P.O. DATE...: 07/25/96                      MARTA         1.000    |
| ...                                                                |
|                           ACCEPT (Y/N)..: B (B=Chg Cust ID)        |
+--------------------------------------------------------------------+

When you change the Customer ID, the Sold To address, Ship To address, Salesman, Terms Code and the Sales Tax ID will all be updated automatically to the defaults for the new customer. However, the document detail will NOT be updated for pricing or taxable status.