We are trying to figure out how users are breaking...
# administrationn
NS Admin
09/15/2020, 7:44 PMWe are trying to figure out how users are breaking the CREATEDFROM join between Invoice and Sales Order. Any tips to prevent this?
k
KevinJ of Kansas
09/15/2020, 7:45 PMdon't allow them to change the customer
KevinJ of Kansas
09/15/2020, 7:46 PMdon't allow them to remove lines and add them back on the invoice.
KevinJ of Kansas
09/15/2020, 7:46 PMIf you wanted to be really ticky tacky - you could have a checkbox on your sales order that would let them create the invoice via a record transform - and then not let them actually have edit rights to invoices.
KevinJ of Kansas
09/15/2020, 7:48 PMI see this most often when someone changes the customer on a sales order after the fact rather than the invoice... not sure why someone would do that on a billed sales order, but whatever...
l
Lisa
09/15/2020, 8:59 PMWe had the same thing. Someone would change the Customer and/or Project (typically Project) on the Invoice and it would break the link. We have both fields disabled on Invoices now.