Why Does a Client Code Appear on Reports Instead of the Client Name?

Summary

The client code appears on reports instead of the client name when the Sort Order Name field is blank; this can be corrected by manually updating the client's properties.

Explanation

• Reports pull the client's name from a specific data table that is populated by the value entered in the Sort Order Name field.

• This field is normally filled automatically during the Client Wizard process.

• If the Sort Order Name field is left empty or deleted during client setup, the system defaults to displaying the Client Code on reports to avoid showing a blank field.

How to Fix the Issue

You can manually update the Sort Order Name field at any time after a client has been created.

Step-by-Step Guide

1. Access the Client Properties for the client you wish to update.

2. Locate and populate the Sort Order Name field with the correct client name.