Work Order - Change Client (V6.5)

After a work order is created, we will sometimes have the requirement to change the client from one to another - I cannot seem to see if this can be done. Any tips?


Changing the client on a service workorder is not possible.

When you first click New… to create a service workorder, the first thing you do is select the client. Than the workorder for that client can be created with its contract features, its units, etc. So sorry, no, it is not possible to change the client of a workorder after it has been created. You would want to create a new workorder for the correct client.

  • Joyce