Change Account on Sales / Purchase Order

Various utilities are available for changing account codes globally on sales or purchase orders for use when the accounts files are updated – i.e. a change in account formats or a change in the customers/suppliers account code – but if a sales or purchase order was entered against an incorrect account then you had to replicate the order to the correct account. This new feature allows you to amend the account the original order was placed against.

A new menu option is available to change the account code; when selected the system will prompt for the order reference to be updated, display the old account and prompt for the new account reference. <F4-Select> is available on code inputs if required.

Note that there are restrictions applied to the change account process and these include:

Only orders which are active and have not been delivered (blank delivery date) or invoiced (zero invoiced value) can be updated.

If order authorisation processes are active then if the order has been authorised it cannot have its account code amended.

If the new account code is on stop or adding the order to the new account would take the account over its credit limit then the order cannot be updated.

If multi-currency then you cannot change the account code if the currency code would change.

The change of account code will reprocess the configured account-to-header copy items within the database profiles plus selected standard system copy items from account to header (credit terms, settlement discount, etc.) and will re-process the header-to-detail copy items where the header item has been updated by the above.However pricing detail such as order detail prices and price numbers, line discounts and VAT codes will not be updated and remain as per entry against original account code.

Installation

Menu Design

The Change A/C option needs to be added as required to the menu. To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Sales Order Processing menu is SP.D03, with Purchase Order Processing as PP.D03) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press <Enter> to enter the menu parameters.



Applic, Program or Notes P-Program

Menu Name or Program Path SP.EXE / PP.EXE

Parameter 1018

NB: Other options can be set as required.