Troubleshooting: Sales Agent in Invoice not same with the transferred Sales Order

Question: Why when I transfer from Sales Order to Invoice, the Sales Agent in Invoice does not follow the transferred Sales Order?

Version: 1.8 / 1.9 / 2.0

Possible Reason:

The option ‘Transfer Document Information’ on the transfer screen was unchecked, thus system will not transfer the document information such as Sales Agent to Invoice.

Solution:

For existing document you may just edit and correct the Sales Agent.

In future when doing transfer, make sure ‘Transfer Document Information’ is checked before confirming the transfer.

Master document info (Sales Agent, Address, UDF value, etc) will be copied to the Transfer To document when ‘Transfer Document Information’ is checked during transfer.

By: Rotcana 220615, Lay Swan 220627, P220628