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Change Customer No on service item

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Posted on by 10

Is it possible to change the Customer No. on a service item after having used it on a work order?
We get a validation error and are not able to change the customer:

pastedimage1670408062279v1.png

  • Support@Codipack Profile Picture
    Support@Codipack 10 on at
    RE: Change Customer No on service item

    It seems there was an issue with the Ship To Code, after resolving this I was able to change the customer No.

    Thanks for the help

  • Support@Codipack Profile Picture
    Support@Codipack 10 on at
    RE: Change Customer No on service item

    I did check the service line but I do not see a problem with the line.
    The product has been shipped and invoiced:

    pastedimage1670423853787v1.png

    pastedimage1670423875626v3.png

  • Verified answer
    Ben Baxter Profile Picture
    Ben Baxter 4,959 Super User 2024 Season 2 on at
    RE: Change Customer No on service item

    Did you go to the Service Order listed in the error message?  It is telling you that the Service Item is part of that specific order.  Check the lines and check the Service Lines.

  • Support@Codipack Profile Picture
    Support@Codipack 10 on at
    RE: Change Customer No on service item

    Hi Ben,

    As far as I can see the service order is Closed-Posted and Finished and al the lines are shipped and invoiced.

    So we do not understand why its stil listed.

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,959 Super User 2024 Season 2 on at
    RE: Change Customer No on service item

    Yes, you can change the Customer on a Service Item.  The error message is pointing out that you still have the Service Item listed on a Service Order.  There cannot be an open order for the Item when you make the switch.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Change Customer No on service item

    hi

    look this

    community.dynamics.com/.../change-item-type-from-existing-item

    DAniele

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