web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Service call wrong cus...
Microsoft Dynamics GP (Archived)

Service call wrong customer ID - how do we fix on invoice?

(0) ShareShare
ReportReport
Posted on by Community Member

My client noticed she used the wrong customer ID on a service call but had already created the invoice.  

She changed the customer ID on the service call but obviously she can't change it on the Sales Invoice that was created from the service call.

She voided the Sales Invoice, but if she enters an invoice manually it won't tie back to the service call.

What should she do with the service call? Does she need to void it and re-enter, which was my suggestion? or can she somehow manually update the service call with the right Sales Invoice number so she will eventually be able to close it.

Many thanks,

Heidi

*This post is locked for comments

I have the same question (0)
  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at

    How she changed the customer ID on the service call? I don't think she can do it.

  • Community Member Profile Picture
    Community Member on at

    That's what I thought too, but oddly enough you can change the customer at any time on the service call. The problem was that the client didn't let the "wrong" invoice post all the way through but voided it instead which removed it from work. If she had let it post incorrectly we could have done an RMA against it back to the Service Call. Instead we cancelled the service call and recreated a new one.

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at

    Nops you can not change customer any time for service call, you can change customer of only OPEN type service call if not using Equipment for it. For Invoiced type you can not edit service call.

    Once Service Call is invoiced I don't think we can change anything, even can not change its status or anything else. But you can use same information of existing service call and create totally new service call from Transfer option.

     

     

  • Community Member Profile Picture
    Community Member on at

    Ok thanks for replying.  I don't know how they did it but they did it. I didn't watch them but I did see the invoice created for the wrong customer and the service call with the right customer, and it would not re-invoice.  Either way, we just changed our status and recreated.

    Thanks so much for responding!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans