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Change customer in Project record.

edited Jun 2, 2025 2:37PM in Accounting / ERP 3 comments

Hi,

Last year, we created a project and linked that project to a sales order. Based on the sales order, we have created the Item Fulfillment, Invoice, Payment, Deposit, Revenue Arrangement and Journals.

Now we have identified that the sales order customer and the project customer are different, and we need to set the sales order customer to the project record.

Is there any easy way to change the customer in the project record?

Janakan

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