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Hello,
One of our customers is a company that has changed its name recently. Consequently, we changed the 'Name' field under the 'General' section of this customer's information form.
Yet when we issue invoices to this customer, both the new and the old names appear. The new name comes in the first line and the old name comes in a second line just above the customer's address.
I assume that the new name should have been updated in more than one place, but couldn't find it anywhere. The only Name field I found is the one I modified in the general customer information form. What do I miss?
Hi, If this is a custom report or custom layout, the developer may have fixed the company name.
You can view the report id after clicking About This Page on the request page of the report.
Hope this helps as well.
Thanks.
ZHU
There are a few alternative reports that might be used.
If you look in "Report selection sales" then you should be able to find the report number that is used for invoices in your enviornment.
Hi,
Indeed, the name of all customers appear twice. It seems to me as if the first line is taken from the Customer Name and the second one from an address, but I checked both Bill To and Ship To records for this customer and they show the new name.
The report I refer to is for Posted Sales Invoice, but I am not sure how where to find its ID?
Thanks,
Tom.
Could one of them maybe be a delivery address registered on the customer that you have forgotten to update?
If not you need to check the report layout and see where the data is pulled from.
A developer will be able to determine that pretty quickly.
looks like you need help from a dev to check if the old name is being hard coded or pulling from a different source.
you could also testing other types of posted documents if the issue reoccur
Hi,
Can you please confirm if the old name appeared twice before you updated your customer name? Also, have you checked how the name is occurring with other customers?
It seems that the old name is coming from the field where it was previously filled, and the new name is coming from the customer table. it would be more helpful if you provide the report ID so that I can check the data fields behind both names and maybe come up with a more specific reason...
Regards,
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