Re: [SL] New customer does not show on Edit Sales Invoice screen

[Lenny L. <lle...@ma...>]

This may have something to do with the customers Start Date.  I believe
if the start date is set before the invoice date then the customer won't
show up in the list.  This is an editable field in the customers
details.

--
Lenny Leblanc
=20
628 Leila Avenue
Winnipeg, Manitoba  R2V 3N7
P: 204.338.0233
=20
-----Original Message-----
From: sql...@li...
[mailto:sql...@li...] On Behalf Of
Craig Isdahl
Sent: Tuesday, January 09, 2007 10:24 AM
To: sql...@li...
Subject: [SL] New customer does not show on Edit Sales Invoice screen

Happy New Year Everyone!!

I have a small issue with which I hope someone can provide guidance.

We have an existing customer who has split their business to create 2
separate entities.  We previously invoiced 100% of our services to the
original entity but now they would like 50% of our services invoiced to
each
entity.  No problem.

In SL I did the following:
- pulled up the (original) 1/5/07 invoice and issued a credit memo
- pulled up the (original) 1/5/07 invoice and edited; did a "post as
new"
- pulled up the (original) 1/5/07 invoice and edited; did a "post as
new"

I now have reversed the original invoice and created 2 new invoices (50%
of
our services on each).  At this point both new invoices are still
assigned
to the original entity.

In SL I did the following:
- added the new entity (company) to SL
- pulled up the new invoice I created above which should be assigned to
the
new entity.  The new entity is not available for selection from the
"company" dropdown list.

I have tried "refreshing" from every relevant screen in all ways in
which I
know how to "refresh".  I have logged out and back in to the system.  I
restarted postgresql.  I waited over 24 hours thinking it might be
cached
someplace.  No luck.

How can I re-assign this invoice to the new entity (company)?

We provide services and do not have inventory so reposting an invoice is
not
a concern for us.

Thanks!
Craig


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