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Contact and Business Form from Sales Order No Longer Carrying Over to Invoice in Sage 500

Maru Gonzalez
Solved
Posted By

Hi everyone,

We noticed that the Contact and Business Form entered on a Sales Order in SAGE 500 2023 PU1(as shown in the Order Entry screen) are no longer carrying over to the corresponding Invoice.

In this case, the contact “DO NOT EMAIL” was selected on the sales order, but it didn’t transfer to the invoice. The AR team had to manually re-enter the contact on the invoice, but previously, this information flowed automatically from the sales order to the invoice.

Has anyone else experienced this change in behavior?
Is there a setting or update we should review to ensure this data is retained as before?

Thanks in advance for any guidance!

Maru Gonzalez
Enterprise Applications Manager

Parents
  • +1
    verified answer

    Hi Maru,

    Could you please review the “Other Addresses” used in the “Bill To” section of the Sales Order (SO) entry?

    By default, the “Contact” field typically aligns with the selected “Bill To” address during SO entry. However, if the “Contact” is manually changed without updating the “Bill To” address, this change will not carry over to the invoice—particularly if the selected Contact is not linked to the corresponding “Other Address” in the Maintain Customer setup.

    Each “Other Address” in Maintain Customer has its own designated Contact. During SO creation, mismatches between the “Bill To” and “Contact” fields can occur. When this happens, the Contact information will not flow from the SO to the invoice unless both fields are properly aligned based on the configuration in Maintain Customer > Other Addresses.

    This behavior also applies to customized Business Forms, where mismatched data may result in inconsistencies.

    Thank you, and I hope this clarification is helpful.

  • 0 in reply to wilson wygonzales

    Hi Wilson,

    Thank you so much for the detailed explanation, it’s very helpful. Our AR SME ran some tests and was able to identify the issue based on what you described.

    We’ll take a closer look at the “Other Addresses” and make sure the Contact and Bill To fields are properly aligned moving forward.

    Really appreciate your support!

    Best,
    Maru

Reply
  • 0 in reply to wilson wygonzales

    Hi Wilson,

    Thank you so much for the detailed explanation, it’s very helpful. Our AR SME ran some tests and was able to identify the issue based on what you described.

    We’ll take a closer look at the “Other Addresses” and make sure the Contact and Bill To fields are properly aligned moving forward.

    Really appreciate your support!

    Best,
    Maru

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