Change Bill-to Customer After Posting Shipment

When you already have posted the shipment of a sales order, you may find out that you used the wrong Bill-to Customer. Business Central Accelarator makes it possible that you still are able to change that customer. But this is only allowed for user that have the specific permission.

Setup

  1. Choose the search icon, enter User Setup.
  2. On the User Setup page, select the Ship Other Bill-to Customer field for users that are allowed to change the Bill-to Customer in sales invoices that are created from shipments.

Execution

  1. Choose the search icon, enter Sales Order, and then choose the related link.
  2. Choose the New action.
  3. Enter a Customer and make sure the Bill-to Customer is the same customer as the Sell-to Customer.
  4. Create sales lines.
  5. Choose the Post ( Ship) action.
  6. Choose the search icon, enter Sales Invoice, and then choose the related link.
  7. Choose the New action.
  8. Create a Sales Invoice for the same customer as the Sell-to Customer on the Sales Order.
  9. Choose the Get Shipment Lines action.... Verify that the Sell-to Customer and Bill-to Customer are the same as on the sales order. This can be checked on the Shipping and Billing fastTab.
  10. Select Another Customer in the Bill-to field.
  11. Select another Customer in the Name field and confirm the messages.
  12. Now you can post the invoice to the changed Bill-to Customer.