Changing a Customer on a Job

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Changing a Customer on a Job

Post by johng » Mon Aug 14, 2017 10:33 am

Changing a customer on a Job is a tricky prospect and should not be handled lightly. There are a few impacts to be aware of:
  1. If there are timesheets on the job that have custom costcenters, those costcenters will be reset. You'll need to manage those by hand.
  2. Job Scopes will have the same issue as timesheets. Check all of the costcenters on Job Scopes.
  3. The Job site will need to be readjusted, both on the Job and Job Scopes. Also contacts.
It is highly recommended not to change the customer on a Job, especially after the job is underway.
In a scenario where the customer changes their name, it is recommended to set the customer status as archived and create a new customer. Jobs in progress can then be adjusted to the new customer. Billed jobs would be left alone for historical accuracy.

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