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Ship to info changing when changing order to invoice

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Partner Melson2016
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Melson2016
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Ship to info changing when changing order to invoice

Hi 

 

We have recently changed from V19 to account right

 

We use to be able to type a shipping address on a sales order (one that is not saved on the card) and when we clicked invoice the shipping details would remain the same and carry over to the invoice.

 

Now when we click invoice the details are replaced with what is saved in the card

 

Is there a way to override this as we may have 20 shipping addresses for a client and MYOB does not let us save that many 

 

Thanks for your help

 

Mel

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MYOB Moderator Steven_M
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Steven_M
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Re: Ship to info changing when changing order to invoice

Hi @Melson2016

 

Just testing in my version of AccountRight 2017 the ship to address entered on the order is carried across to the invoice. This does include if the address entered is different to that on the card.

The only thing that I could think of which would cause this not to happen would be if you change the address on the order just prior to converting it into an invoice. For example, you record the order with an address, go back into the order, add in the address before selecting the Invoice button. If that is the case, you would need to change the address on the order save the changed i.e. select OK, go back into the order to convert into an invoice (or use the Change to Invoice option on the Sales Register). Alternatively, adjust the address on the invoice once the order has been converted).

 

If the invoice is still not showing the same order address we would need to grab the exact process that you are using to enter order/invoice to investigate further.

Kind regards,
Steven

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Partner Melson2016
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Melson2016
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Re: Ship to info changing when changing order to invoice

Thanks for your help

Experienced Cover User burty1109
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burty1109
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Re: Ship to info changing when changing order to invoice

When you open a new Sales Order - enter the customers Ship to details, if you then change this to an Invoice before saving it defaults to the Ship details in the card.

This is not good, you have just taken the details over the phone and all the details are lost.

It would be better to keep the entered details rather than defaulting.

Can MYOB change this function?

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