BJ3's avatar
BJ3
Experienced User
6 months ago
Status:
On Hold

Recurring for Sales - Address field changes back to default on customer card

AR Desktop

We have recently moved from AR Enterprise to AR Plus.

Have found that when using a sales recurring and changing from Invoice to Order (or Quote) the address field defaults back to the customer card.  This is very frustrating as when using recurring transactions as a copy function all details need to stay the same.

 

 

When doing the same thing using "Recurring Purchases" changing from Bill to Order, the address field stays the same as expected.

 

 

 

 

This is very frustrating when you are trying to do a complete copy of the original but need to change from Invoice to Order or Quote.

2 Comments

  • Status changed:
    New
    to
    Open

    Hey BJ3

    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.

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

    We are changing this idea's status due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but will be prioritised for review if it receives more votes.