Views:

Applies to Product – Dynamics 365 Business Central


What’s happening?
The Ship-to Name is incorrectly updated in the Sales Credit Memo/Sales Order when changing the Sell-to Customer No. The expected behavior is that the Ship-to Name should remain associated with the Company Name, while the Ship-to Address should also reflect the Company Address.


Reason:
This arises when the Customer No is updated; the Ship-to Name changes to the updated Customer Name, but the Ship-to Address remains as the Company Address. This behavior is inconsistent with the expected functionality where the Ship-to Name should not change when the Customer No is updated.


Resolution:

  1. Create a new Sales Credit Memo/Sales Order using any available function or manually.
  2. Set Sell-to to the Customer's Sell-to Address.
  3. Set Ship-to to the Customer's Ship-to Name and Address.
  4. Change the Customer No and respond to the prompt message with YES or NO.
  5. If NO is selected:
    • The Sell-to will revert to the original customer name.
    • The Ship-to will revert to the original Customer's Sell-to Name and the Ship-to Address will be the original Company Address.
  6. If YES is selected:
    • The Sell-to will change to the new customer name.
    • The Ship-to Name will change to the new Customer's Sell-to Name, and the Ship-to Address will be the Address from the Location card associated with the new customer.
  7. If the issue persists, consider creating a clean sandbox environment by copying the current environment and uninstalling all third-party extensions to check if the issue still exists.
  8. If the issue does not occur in the clean sandbox, further internal investigation may be required.