Editing Customer Name/Address on Open Orders/Invoices

TechLine

The Tech Line, by Joanne Simmons

 

 

Question:

When a customer calls with a change of address, it is time consuming to have to go into every order and invoice and edit the bill-to address. Has this been addressed in the new version of TOP2012?

Answer:

You would go into the customer master and edit the customer name and address. Upon exiting the Customer Status Maintenance screen, you will be prompted with ‘Change O/E order and invoice customer name and address also? (Y)es or (N)o:’. You need to answer yes to have TOP change the bill-to name and address on all open orders and invoices for that customer.

If you answer no, you would have to manually change the bill-to address on each individual order and invoice. TOP now allows you to press F2 at the ship-to name field to access the contact name and F2 again to access the bill-to name and address. You will notice that a third address line has been added to both the bill-to and ship-to address and the customer master address. Each line is now 35 characters in length.

Print Friendly, PDF & Email