New customer's information is not showing on Sales Order

Overview

You have created a new customer, but whenever you create a Sales Order for that customer, the customer information is not populated:

The customer profile has all the information saved, and this customer is part of a different jurisdiction.

Solution

This behavior may be caused by incorrect data in the database. To troubleshoot this issue, please follow the steps below:

1. Check if the customer's stored information is present in the database:
   1. Open SQL Server Management Studio on your database server.
   2. Right-click on your company database and choose New Query.
   3. Run the query below:
      

      SELECT *
      FROM   cust
      WHERE  cust_code = '{customer_code}' 
      

      Replace the {customer_code} with the Customer's code present in your system (i.e. '100100')

2. If the customer's details are not present in the database, delete the customer and re-create it from the main Everest interface by navigating to Invoicing > Customers:
   
3. Check if the customer's address is stored in the database:
   1. Run the query below:
      

      SELECT full_address,
             *
      FROM   address
      WHERE  cust_code = '{customer_code}' 
      

      Replace the {customer_code} with the Customer's code present in your system (i.e. '100100')

4. If the customer's Full_Address is empty or NULL, it can be corrected by running the query below:
   

   UPDATE address
   SET    full_address = '{customer's full address}'
   WHERE  cust_code = '{customer_code}' 
   

   Replace the {customer_code} with the Customer's code present in your system (i.e. '100100')
   Replace the {customer's full address} with the Customer's full address as you want it displayed on the Sales Orders. Note that you can enter the address on multiple lines.

Testing

After applying the above steps, the customer's information will start to display correctly on Sales Orders and Sales Invoices. If the issue persists, please contact support.