Changing a Customer on a Job
Posted: 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:
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.
- If there are timesheets on the job that have custom costcenters, those costcenters will be reset. You'll need to manage those by hand.
- Job Scopes will have the same issue as timesheets. Check all of the costcenters on Job Scopes.
- The Job site will need to be readjusted, both on the Job and Job Scopes. Also contacts.
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.