Is it possible to change the customer on a sales order form without also resetting the bill-to and ship-to fields?
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NickSuite
01/24/2022, 5:24 PM
I doubt it.
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MTNathan
01/24/2022, 5:37 PM
I scripted a solution to this in our account using session storage in the browser - I'm not thrilled with it overall, but I couldn't find any other option, even when the addresses prior to changing the customer are 'Custom'. If someone else knows otherwise though, I'd love to get rid of my custom solution and go with something more standard.
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Chris
01/24/2022, 5:55 PM
This is proving to be another way-too-hard gotcha.
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NickSuite
01/24/2022, 7:18 PM
@MTNathan I would have done the same way as you have implemented it.
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MTNathan
01/24/2022, 7:33 PM
@Chris I agree, and the other thing we've done related to this issue (among others) is make the Customer/Project field on Sales Orders inline once they've been approved. Also clunky and sometimes causes its own problems, but for the most part it works.