Customer Order - Moving a provider record to another order

Order Entry>File>Providers or Order Entry>Provider Button or Order Entry>Edit>Providers

Provider records can be transferred from one customer order to another.

If the order is job costed, the accounting period is closed on the receiving order or the install date or if the record has been paid through HR, the record cannot be moved. 

A negative of the paid record will need to be added to remove it from the order. Re-enter it on the correct order.

Highlight the record to move, click the move button . In the Move to Order field, F8 to find the Order Number to move the Provider.

After an order number is entered, its information is displayed on the screen. If this is the correct order, click ok to move the provider record to the new order.

Some Notes about Moving Provider Records in ERRM:

When moving a provider record we are posting the journal entries for ERRM orders only.

• Journal postings are done for ERRM Orders only. If both Original and Target Order is ERRM, postings will be made for both. If only one is ERRM, postings will be made for that Order only