Changing the Bill-to or Ship-to Customers

To change the bill-to or ship-to customer for the entire order, on the Order Entry screen, click Change Bill-To Customer or Change Ship-To Customer from the Work with Orders task category.

 

Any changes made to the ship-to customer on the order will ALWAYS result in the system recalculating price. If the ship-to customer is changed after the price has been adjusted, the price must be adjusted again. As of 7.5.0, if the ship-to customer is changed resulting in a change to the ship-to address on an invoiced order line for any subsystem, the system will NOT recalculate sales tax.

 

Upon changing a bill-to customer on an order, a confirmation message will appear, if any order lines exists. Additionally, depending on whether a user selects to recalculate a price, a message will appear asking, "Bill-To Customer has been changed. This may impact the order amount. What do you want to do?" with a list of options for the user to take.

 

If you change the Unit Price of a zero-priced product defined to "Allow Direct Price Update", changing the line-level ship-to customer will NOT recalculate the price of the product.  Once the user has manually updated the price of a zero-price product on an order line when the product has been defined to "Allow Direct Price Update", there is only one type of update that should cause the system to recalculate the unit price on the order line, and that is if the rate structure and/or rate code is changed