Invoice saved with wrong Customer when Customer created from Invoice screen

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Invoice saved with wrong Customer when Customer created from Invoice screen

Hi,

 

We've been getting this issue on and off for some time (many months).  We haven't raised it before because we've so many other MYOB concerns that were more important.  However, as we get busier, this is becoming more of an issue.

 

We regularly create new Customers from the Sales screen (Invoice and Sales Order) - we're a retail business.  If two people are working at the same time, both creating new Invoices and creating new Customers,  both invoices ned up saved to the same customer.  Some times we're lucky enough to spot this at the time and correct it straight away (delete the payment and invoice, then recreate).  It is very embarrassing when we don't spot it straight away and have to email or post out a new invoice to a customer.

 

Dot point version:

  1. Two AccountRight users creating new Invoices at the same time, each for a different customer.
    1. Users are signed in using their own, individual userids.
    2. They're in the same geographic location, on the same local network.
  2. Both create a new Customer from the Invoice screen.
  3. The two new customers are successfully created.
  4. When the users are returned to the Invoice screen to complete entry of the Invoice, they see the correct customer information in their Invoices.
  5. The users record the Invoices.
  6. Both Invoices are recorded against one of the two new customers.

There appears to be a fundamental flaw in the logic somewhere.

 

Hoping this can be taken up and fixed.

 

Regards,

Carole.

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MYOB Moderator
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MYOB Moderator
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Re: Invoice saved with wrong Customer when Customer created from Invoice screen

Hi @caroleob 

 

Can you please confirm if the same thing happens if the users are entering a new customer card from the Card file instead of using "Easy add" from invoices ?


We have been unable to replicate the scenario when tried to enter sales from both the ways, therefore, we would require more information in order to investigate this further. Also, does it happen if the users are entering the sales in a specific layout, for example, service, item, etc. or on any layout selected?

 

Kind regards,
Komal

MYOB Community Support

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Experienced Partner
26 Posts
Experienced Partner
Experienced Partner

26Posts

6Kudos

0Solutions

Re: Invoice saved with wrong Customer when Customer created from Invoice screen

Hi Komal,

 

I have just been advised that the two computers involved in the issue were logged onto MYOB using the same MYOB User (I had originally believed they were different users - as they should be!).  We will try and recreate using this scenario, and get back to you with the results.

 

Regards,

Carole.

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