Hi All,
i have a requirement, to change the customer group for some of the customers and they have the transactions on them, so what should be my approach and what things should i take care. As we are using Sales order and the project module so i will have the following scenarios and solution:
1) Sales order
a) Sales order which are invoiced and payment received: For this case i will not touch anything
b) Sales order which are invoiced: Invoice wise i will pass the GL entry in which i will Credit the Old customer and debit the new customer by updating due date also, so that my customer aging will be okay.
c) Sales order which are delivered: Cancel the packing slips and create the new SO and post the packing slip.
d) Sales order which are open order: Simply edit the Sales order and update it with the new customer ID.
2) Project module
a) Invoice and payment received: For this case i will not touch anything.
b) Invoice generated:Invoice wise i will pass the GL entry in which i will Credit the Old customer and debit the new customer by updating due date also, so that my customer aging will be okay.
c) Open for invoicing: Change the customer ID on the project contract.
Please need suggestion, whether my approach is right or may be i missed any scenario and the area to check and consider.
Thanks in advance.
