Warning! Problem With Maintain Open Invoices Screen in A/R

[Matt]

I found out what was causing the differences between the Accounts Receivable "Customer Accounts" report and the Accounts Receivable " Open (unposted) A/R Items" report as I was questioning on my December 8 post. What was happening was that when our secretary was going into the Maintain Open Invoices screen to look up an invoice she was clicking on the magnifying glass next to the name field to look up the customer instead of clicking on the Locate button. When she clicked on a customer it changed the customer on the open invoice she happened to have open at the time. She did not realize that this was happening.

What I found out is that if the customer is changed on the invoice after the invoice has been created it updates the "Open (unposted) A/R items" report but doesn't update the "Customer Accounts" report. This is what was causing the differences I was finding.

In my opinion Powerchurch needs to be fixed so that once an invoice is created the customer can't be changed. This could be done by graying out the customer name fields on the Maintain Open Invoices screen. Request that this change be made and put out on a maintenance release. In the meantime users need to be very careful using this screen so that they don't inadvertently change the customer on their open A/R invoices.

[tborgal]

Have run into similar problems in the A/P module. If you click the magnifying glass in the Vendor ID field you can inadvertantly change the vendor. If you miss the change you could send a check to the wrong vendor. Don't know if the solution you recommend for A/R would be good for A/P however.