Change customer or customer location on sales order

In Visma.net ERP, you can change the customer or customer location on a sales order, even when it already has lines. If you want to change the customer or customer location to one with a different VAT calculation, on a sales order with lines, consider the following to make sure the VAT calculation is changed as well.

  1. Do you want to change the customer location?

    • If Yes, make sure that the Export type is filled in for the location in the Kundplatser (CR303010) window.
    • If No, continue to step 2.
  2. In the Sales orders (SO301000) window on the order, click in the Customer or Location field and select a new customer or location.

    Result: the VAT details tab and the VAT category on the lines will be updated accordingly if the new customer or location has a different VAT calculation.