After you select a customer and have entered the transaction before you post it, if you realized you entered the wrong customer you have to delete the entire transaction. Would be nice to be able to just make the change instead of having to start all over. This goes also for the transaction number, this gets grayed out as well, you should be able to change that at any time.
by: Fran M. | over a year ago | 1 - Financial Management
Comments
Same thing when posting AP and AR transactions, can't change from invoices to debit or credit memo or from voucher to debit or credit memo, would make sense to be able to make this change at any time before posting.
There is a lot of logic behind the scenes you don't see. A different customer or document type can dictate how the data is populated and the logic applied to calculations, etc. A design decision to avoid logical conflicts likes having a negative voucher or invoice. Once you save a document, it populates a lot of other data like the exchange rates, terms, applicable addresses, customer-specific pricing or item costs, sales tax locales and rates, etc. These are all specific to that customer/vendor and document type.