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Business central how change customer

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Posted on by MB-29040714-0

Good morning, I'm facing the need we have to change the reference client of an order after it has been created. The modification would occur before the registration of the first purchase or sales invoice.

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Dynamics 365 Business Central

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Judy Microsoft Employee on at

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Moved to Business central Forum for more professional insights.

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Gerardo Rentería Ga... 25,384 Most Valuable Professional on at

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Hi

If the order has not been shipped or invoiced. You could modify it. Have you performed any operations with it?

BR

GR

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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As long as you have not Posted Receipt or Posted Shipment, you can change the Customer/Vendor of a document while the document is in Open Status. If you have Released the document, use the "Reopen" action to change the Status back to Open. Then use the Customer No. field to change the Customer. The system will prompt a confirmation (actually a few) to make the needed changes. Be sure to select Yes to change all instances of the Customer on the Document.

If this helps resolve your issue, please mark it as a Verified Answer to help other forum Users.

Best Regards,

Ben Baxter

Accent Software Inc

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Jun Wang 8,202 Super User 2025 Season 2 on at

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you can change the customer on a sales order, BC will ask you to recreate the sales lines and will update header info per the changed customer.

if you are facing other challenges, please provide more info.

Jun Wang

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CU29041606-0 9 on at

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Learn how to efficiently modify the reference client of an order post-creation. Make changes / Remodeling before registering the initial purchase or sales invoice.

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