Change Order Customer Name

Step 1: Access System

• Navigate to AR payment section

• Select "Change Order Customer Name" link

Step 2: Search for Invoice

• Use search filters to locate invoice:

  • Enter Customer Name, Order#, or PO number in search field

  • Click "Search" button

• System will display matching invoices in the results table

Step 3: Initiate Change

• Locate desired invoice in results table

• Click "Change Customer" button next to the invoice

Step 4: Enter New Customer Information

• In the "New" section:

  • Enter new Customer Number

  • System will populate related customer details

  • Verify all information is correct:

    • Ship Date

    • Due Date

    • Bill To Address

    • Ship Site

    • Ship To Address

Step 5: Confirm Changes

• Review all information carefully

• Click "Confirm" button to process the change

Step 6: Verify Completion

• System will display confirmation message:

  • "Invoice has been modified!"

• Click "OK" to close confirmation message