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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?

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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

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  • Community Member Profile Picture
    Community Member on at
    RE: Service call wrong customer ID - how do we fix on invoice?

    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!

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at
    RE: Service call wrong customer ID - how do we fix on invoice?

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

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

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

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