How to Change the Customer on an Existing Job

Changing the Customer for an Existing Job in Rapid ERP

In certain situations, it may become necessary to update the customer associated with an existing job. This could occur if the wrong customer was initially selected or if a subcontractor change requires assigning the job to a different customer. This can be changed from the Add/Edit Job Information Screen, and Rapid ERP provides a structured process to make this adjustment while maintaining data integrity.

Procedure for Updating the Customer

1. Access the Job Record
   • Navigate to the job using one of the following paths:
     • Jobs > Dispatch
     • Sales > Customer
     • Accounting > Billing
2. Open the Customer Link
   • On the Add/Edit Job Information screen, click the Customer link located at the top.
   • Note: The customer field below this link will be inactive (greyed out).

3. Choose the Correct Customer
   • From the Customer List that appears, select the appropriate customer.
   • If the customer does not exist in the system, click Add New to create a new customer record.
4. Confirm the Selection
   • Click Use Selected to apply the change.
5. Acknowledge System Prompts
   • Rapid ERP will request confirmation that you intend to change the customer for a job currently in progress.
   • The system will also ask whether to create a copy of the existing jobsite under the new customer.

6. Recommendation on Jobsite Copy
   • It is advisable to select Yes when prompted. This creates a separate jobsite record, ensuring clarity and preventing overlap with other jobs linked to the same address. This approach is particularly beneficial when only one or a few jobs in a series require the customer change.
7. Finalize the Update
   • Save your changes to complete the process.

Note: A Customer can be changed from the Edit Jobsite Information screen. For more information, please see the following article: Jobsite Information