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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