[Vtigercrm-developers] Invoice and organization name change

[Stefan Warnat]

Hy,

Because in germany this is a equal problem, we transfer the Organization
name into a read only text field within the Invoice, during creation. Then
this isn't a problem anymore.

And I'm sure this could also done by the internal workflows and do not
require our advanced workflow module. So you are safe against errors of
employees.


Stefan


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On Tue, Nov 7, 2017 at 10:00 AM, IT-Solutions4You <info at its4you.sk> wrote:

> The record-level locking/controls on Invoice level don't solve the issue
> with the change of Organisation name. We have really big issues with this
> functionality and our strict law. From this case, if the name of
> Organisation has changed we need create o new Ornasiation and set the
> previous as Members of so we can handle the relation between this
> Organisations.
>
> Matus.
>
>
> Dňa 7. 11. 2017 o 8:56 Alan Lord napísal(a):
>
> Yep - Once an invoice has been issued it should never really be changed -
>> unless there is a procedure for cancellation/credit note etc..
>>
>> I've been requesting record-level locking/controls for years.
>>
>> Al
>>
>>
>> On 07/11/17 05:52, Tony Sandman wrote:
>>
>>> If I issue invoice, and after that I change organization name (what
>>> sometimes happen in real)
>>> the organization name in assigned invoice changing too (to the new one).
>>> I believe it is far from being correct?
>>>
>>> T.
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>>
>
> _______________________________________________
> http://www.vtiger.com/
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