H-TS's avatar
H-TS
Trusted User
8 months ago
Status:
On Hold

Allow to automatically change invoice number when converting order, not just quotes

When the new separate sales numbering sequences were introduced, we set it up and changed the settings so order numbers wouldn't be retained when converting to invoices. 

 

However, after a bit of to and fro with support, we were told these settings only come into play when converting a quote to an order or invoice and are not triggered when converting an order to an invoice.

 

This feels like a bit of an oversight in the implementation of the new number sequences. Otherwise, I don't understand the purpose or intent of the separate sequencing.

 

We liked the idea of the separate sequences because our invoice numbers have been jumping all over the place because some orders are not converted until several months after creating.

 

On a rare positive note, we've noticed the bug that meant we weren't being warned about duplicate sales invoice numbers has been fixed, so that's something. Thanks.

 

Sales

3 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    8 months ago
    Status changed:
    New
    to
    Open

    Hey H-TS

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • H-TS's avatar
    H-TS
    Trusted User
    8 months ago

    Now we've got a heap of orders in the sales register that we're going to have to manually find the next invoice number for when we convert them, and I need to go in and turn off the separate sequencing again. 

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    3 months ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status to On Hold due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but it will be prioritised for review if it receives more votes.  A further review will happen in another 6 months where we will either close or re-open this idea based on the number of votes accumulated in that time.