Changing the customer in orders is Role based.
Role name: “Can change the customer in existing orders”
From Sales > Sales dashboard
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Click on the “Order info” icon (fig 1) to edit the order
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Click on the “Customer replace” icon (fig 2) to open the “Customer replace” page
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Select the new customer from the “Customer” list (fig 3)
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The system will display pricing and product validation (checking if the price list and workflow templates in the order are valid for the new customer / billing customer / series selected.) (fig 4)
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Click “Save & close” (fig 5)
When using customer specific prices or workflow templates, the system may prevent the customer replacement or require you to select different prices or workflow templates.
