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Note

This Wizard is currently in a test phase and is not yet available to configure and start using.
This documentation will be updated when they are ready to activate.

(TP50396 / 2023.1903)

This wizard, which is available in Beta, can be enabled by BRP staff for a specific role by enabling “Next generation wizard”on a role and adding “Verify customer type” to the next generation wizard options.

Settings that change the behavior of the wizard

  • NoneIf the setting "removeOrganizationOnOrganizationCustomerTypeChange" is enabled, the connection from a person to an organization is removed if the customer type is changed from the organization customer type to a different customer type.

Related rights

  • “Invoice” is required for creating an invoice in the payment step

  • Any more?

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