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Jess P

Smart links in products linking to wrong customer

SUGGESTED
Posted By

Has anybody experienced this who can help, currently on the phone to Sage but it's been over an hour now and no further to fixing it! (update after 1 hour 20, we got into quite a debate and I hung up!!)

When viewing product activity I used to be able to click the little arrow which would direct me to the invoice that the product related to. Since updating to version 25 it links me to an invoice however it's incorrect. For example, if the sales order for product A is 123 it takes me to invoice 123, this will be the wrong customer and won't have product A on it at all. What it should be doing is sending me to invoice 456 that was generated from sales order 123. I've also noticed that anything invoiced since the update has no link at all.

Can anybody help? This has happened to us in the past and we was sent a hotfix link but apparently this can't be done now. I did find article 14794 which advises certain tick boxes in Invoice & Order Defaults, Update Ledgers, however I've not found this very useful at all.

Thank you

  • 0
    SUGGESTED

    Hi Jess,

    Thanks for using Sage City.

    Within Settings > Invoice & Order Defaults > General tab > Update Ledgers area the Update Using Order No check box is selected. When this check box is selected the transaction reference is the sales order number rather than the invoice number.

    The Smart Link will then link to the wrong invoice if you choose to update an invoice by order number then from the customer's activity window double-click the sales invoice (SI).

    If the transaction needs to have the sales order number as its reference then the Smart Link from the customer activity to invoicing will not work correctly, as this is not how it’s intended to be used.

    If the transaction does not need to have the sales order number as its reference then clear the Update Using Order No check box and the Smart Link will work.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul

    Sage UKI

  • 0 in reply to Paul Morgan

    Hi Paul,

    This is the same information that I got from article 14794 which didn't help me. For the benefit of the doubt I did try it again and still nothing! 

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