web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Reassign a SO to anoth...

Small and medium business | Business Central, N...

Suggested Answer

Reassign a SO to another Customer

(0) Share

Report

Report

Posted on by Judit Ocana

5

Hi everybody,

We have multiple companies that belong to the same group and different services get billed to different companies. Every now and then our team creates a SO for the wrong customer. Is there an easy way to update the customer in the SO while keeping the line items in it?

Thank you!

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

JAngle 150 on at

Like (0)

Report
Copy link

Link copied!

In this case just the bill-to can be altered. When this is changed it will check the shipment dates are still valid if nothing has been shipped yet. No alterations to the lines are made. You must have been altering the sell-to in the past which completely wipes out the order. Try to alter shipping addresses if the order needs delivering to a range of addresses the customer has. This gives you the control of one main customer. You can set who the bill-to is directly on the customer card if this is a consistent story

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1

OussamaSabbouh 1,857 Super User 2026 Season 1

#2

YUN ZHU 1,047 Super User 2026 Season 1

#3

Dhiren Nagar 959 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans