The account profile can be changed for the order.  Changing the account will cause all defaults to be overwritten by the new account. 

 

Important:  A user cannot change the Account Profile of an order if revenue has already been posted for the order.

 

Change the Account Profile on an Order

1.    In Mover’s Suite,

2.    Find and open an existing order,

3.    Open the Account Profile tab,

4.    Press Edit,

5.    Select an Account Profile from the available list and a confirmation will appear,

Figure 8: Changing the Account Profile confirmation dialog

6.    Press Yes to continue with the account change and all data for the new account will replace that of the old,

7.    Press Save to keep the changes and to close the tab to editing.