Projects - EBS (MOSC)

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How to change an existing customer on a project?

edited Jun 21, 2016 5:06AM in Projects - EBS (MOSC) 3 commentsAnswered

Hi All,

We have an issue where our client wants to change the existing customer on a project. This customer has an agreement of 5430 USD which was funded at project level and baselined and has a draft revenue for the same amount 5430 USD. When we tried to delete this customer in the customers and contacts window, we are getting the following error - You cannot delete this project customer; it is funding the project.

Please suggest if it is possible to delete this customer and add the new customer. If so, provide me the steps to do so.

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