The purpose of this page is to change the customer that was previously selected and assigned to the transaction. When this page opens, it displays all the all the active Customers and associated ship to addresses.

Software Version: 2025.04.21 and newer

[ 1 Page Details ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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Save & Close	If the transaction is in a status of Shipped and the user tries to change the Customer, the message "Cannot change the Customer on a Shipped Order, it must be unshipped first" will be displayed when Save & Close is clicked.
Saved Layouts
Fields	Description
Checkbox
Address	Displays the value in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Database Field: ERPx_ARCustomerAddress.AddressLine1
Address ID	This is a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View. Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page. Database Field: ERPx_ARCustomerAddress.AddressID
Address Name	This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Database Field: ERPx_ARCustomerAddress.AddressName
City	Displays the destination City where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'City' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Database Field: ERPx_ARCustomerAddress.City
Customer	This is a non-editable text box that is required. It defaults from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View. Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK
Customer Name	This is a non-editable text box that is required. It defaults from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View. Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CustomerSK
State	Displays the destination State where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Database Field: ERPx_ARCustomerAddress.State
Zip	Displays the destination Zip Code where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View. Database Field: ERPx_ARCustomerAddress.Zip

Sales Transaction - Change Customer Record View

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Page Definitions

Technical Details