I've been looking at the Trunk runbot (Version 8.0alpha1)
Customers & suppliers change names from time to time. If i made a sale to "Company A Ltd" last year (quotation > sale > invoice > paid), but they have since changed their name to "Company A (International) Ltd", when I go to look at the previous sale the documentation is all updated to "Company A (International) Ltd. The Invoice seems to show "Company A (International) Ltd on the form, but when you re-print it it shows the original "Company A Ltd".
Is there a way to save the details of quotes/orders or any transaction as they were at the time of the transaction, and for them to not update as you update customer/supplier details? I am concerned that this updating could cause issues with finding past orders, or having to re-issue paperwork. Is there a way to achieve this?
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 3/31/14, 2:38 PM|
|Seen: 735 times|
|Last updated: 3/16/15, 8:10 AM|