We have a work order that all the service details and times along with parts all completed, the problem is it is not the correct customer on the work order. I cannot find a way to change the customer on the work order. Is there a way to change the customer on a work order without having to create a new one and entering everything again.
Hello
It is not possible to change who the customer is in a service workorder.
Once a customer is selected, the workorder has been specifically loaded for THAT customer, with that client’s contract, units, price discounts, rates, etc.
If the wrong client is selected, you will need to create a new workorder selecting the correct client and enter again.
- Joyce