Right now, if you generate an invoice, it is finalized. In case there was an error with pricing or address or needed to made a change to the Bill To or Ship To address, you have to credit and re-enter the complete order to make a new updated invoice. If you were given the tool to modify the existing invoice, without altering the total amount, this will be great.
by: Photoflex F. | over a year ago | Other
Comments
That sounds like a major vice of some of the cheaper "accounting" software.
Is the a "Vote Against" option?
I also vote against.
Against. I too, would expect a final invoice to be finalized. Perhaps you should reconsider your process, such as delay posting the batch. You can still print a copy prior to posting.
How do you print copy of OE invoices without posting them in 5.6?
How about change an invoice, but only if it has not been day-ended. Also, would have a warning and override functionality - like A/R approval, and only authorized staff can change a printed invoice.
Not good idea
I think that this would be great for OE, but agree that it would have to be very controlled - certainly with special permission settings where maybe only specific dedicated staff were allowed to make the changes. We are posting hundreds of orders a day with the potential of over 200 rep choices. And now we are moving towards sales splits as well.... People make typos, and it would be so much easier to fix these typos instead of crediting and re-invoicing. Especially for balance forward accounts where the customer sees EVERYTHING you post the account on their statements.....