D365 - Customer Account Mixups

Peacock Industries contacted us today regarding the 1^st attached invoice. This is another example of customers getting crossed in D365. The attached should have invoiced and shipped to the following customer & address:

Peacock Industries

254 South M-37

Baldwin, MI 49304

Instead, the invoice address was changed to the address for Sabersmith (HUS cust # 31961) and the ship to address had both Sabersmith’s name & address. When I checked Peacock’s cust record in D365 (HUS cust # 21088), the only address listed was for Sabersmith.

This same thing happened to Peacock in 2022 as shown in my email from 2/21/22 (highlighted below), but a different customer was mixed up with it before (example attached). At that time, the Project Contract listed Hindley as the invoice address. Today the invoice address is Sabersmith in their Project contract.

I also found that 2 machine invoices that had the correct addresses in 2021 (attached), now have the wrong addresses if you open them in D365. How can that even happen? I thought posted invoices were static and couldn’t change in D365.

I haven’t changed anything in D365 yet in case you can figure out how it got changed. Please let me know when I can make the corrections to their customer record and project contract.

Eric,

I don’t believe this is necessary.

Looks like the machine setups are causing an issue. When machines are sold and moved, we are not always notified. Here is a screenshot of the service objects for customer 31493, Hindley and I want to draw your attention to the delivery name, because that is related to the setup required when machines are moved:

Shelly, since none of your attachments made it through the email chain, can you send me all of them again? I need to use your description and the machine serial numbers to sort this out and hopefully solve it permanently. I can only get there by the reference of a work order from the invoices.

Also, I have hanged the address for account 21088, Peacock, but don’t have the rights to make that the primary and delete the Sabersmith entry. Can you make those changes?