Load customer billing data into a buy request
Select a customer and review populated address/currency values.
Before you start
Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property.
Follow these steps
- Open Buy Requests and select the customer’s request, or start a new request.
- Select a customer and review populated address/currency values.
- client_change_data returns customer data; verify before save.
- Save or complete the action once, then inspect the request and any linked contract or invoice.
Fields, rules and limits
- client_change_data returns customer data; verify before save.
Check it worked
The request and downstream links identify the correct customer, property and values.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
client_change_data returns customer data; verify before save.
Why is the record or action unavailable?
Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property. Check the current company and record relationship before requesting additional access.