Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Following scenario:
We have a customer who may has several orders and invoice etc. Now he changes his address and we overwrite his data accordingly, which means the old address data is lost. Hence a user cannot find out the original address of the customers order etc. if he had to.
How do you avoid that?
Don't change the Invoice address, just add another one.
If you are concerned about having someone accidentally use the old one, mark it inactive.
Adding a new partner would hide the customer history and his credit. Adding a new contact would require always setting/creating an extra invoice contact, which is quite an effort. Otherwise you have to always leave the original data on the parent partner.
How about having a text field that saves the whole address when the invoice is confirmed?
I see it as the same effort as changing the address. You can of course have a text field that stores the entire address - but this may lead to unnecessary additional data from a database design perspective. You would need to customize both the data model and write a function that moves the address into the new field when the invoice is created and/or validated.
I would think it's even more important to save the complete invoice. You should enable the module document and after enabling this each invoice will be saved as pdf and will be re-used when printing the invoice. You know have an exact copy of the invoice, not only the address but everything on the invoice remains the same.
Regards, André Schenkels
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se| Related Posts | Respostes | Vistes | Activitat | |
|---|---|---|---|---|
|
2
de març 24
|
1612 | ||
|
0
de nov. 25
|
3 | ||
|
0
de nov. 25
|
38 | ||
|
0
de nov. 25
|
4 | ||
|
1
de nov. 25
|
167 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
