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Invoice Not Updating When Customer Card Details Change

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Posted on by AkaiRingo3559

Hello,

Our Revenue Manager has been processing invoices and has come across a weird issue.

He created a Sales Invoice and happened to notice an error in the address of the customer. He came out of the invoice (it hadn't been posted yet) and changed the details on the customer card. When going back into the invoice, however, he noticed the customer details hadn't changed. He thought he may need to do it at the invoice level too, so he changed the details there. But still when previewing it showed the old, incorrect details. He then posted the invoice and it posted with the wrong details. When he created a brand new invoice though, it had the new, updated details.

Just wondering if there is a way to force a created invoice to reflect a change in customer details prior to posting or if it's locked in at the time of creation? It would be a relatively easy fix to create an extension to force an update of the header fields prior to leaving the record, but I don't want to go down that path if there is an existing solution within Business Central!

Any help would be much appreciated.

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Dallefeld 193 User Group Leader on at

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RE: Invoice Not Updating When Customer Card Details Change

Changing details such as address on the customer master record will not update any unposted sales orders or invoices. As for the situation where the invoice was manually updated, there are several questions to be answered but cannot be since the document is posted.

Please be careful about what fields you force an update on...For example, if you change tax liable on the customer card and force it to the sales header, you could be overwriting the fact that the ship-to address has a different tax liable setting.

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Daniel Rimmelzwaan 3,485 on at

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RE: Invoice Not Updating When Customer Card Details Change

There are three addresses on the invoice, and only two of them are shown on the invoice page. One is the 'sell-to' address, one is the 'ship-to' address and one is the 'bill-to' address.

The address on the General tab is the 'sell-to' address. When you make a change to the sell-to address, that change is also updated in the 'ship-to' address, and that address should be on the shipment document. The 'ship-to' address itself is not provided on the invoice page.

The address on the printed invoice document is the 'bill-to' address and you can find that on the 'Shipping and Billing' tab.

It's confusing, especially since they changed the caption so you can't tell which one is which. Once the invoice is posted the address cannot be changed. There is an 'update document' function on the posted invoice under the 'process' menu that does not include address fields, but that is pretty easy to extend.

I'm not going to argue about how it works and what that 'should' be but now you know how to change the address on the printed invoice.

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AkaiRingo3559 on at

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RE: Invoice Not Updating When Customer Card Details Change

Kim Dallefeld Daniel Rimmelzwaan

Thanks guys. As it's just the very basic customer address details we're talking about I'm not too concerned about any cascading effects. All our customers have identical shipping and billing info, and all we're doing is updating the Address, Address2, City and Post Code fields.

I managed to pull these fields from the Customer record and then use two built-in methods to set the Sell-To as the default for Billing and Shipping also.

Rec.CopySellToAddressToBillAddress Rec.CopySellToAddressToShipToAddress

Pretty neat, compact, but for such a seemingly simple request it seems strange that the built-in update function doesn't check for new customer info.

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Daniel Rimmelzwaan 3,485 on at

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RE: Invoice Not Updating When Customer Card Details Change

Well now you're arguing about how it works :) someone might argue with YOU that YOUR way is not a good way.

Glad you made that work for your requirements.

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MahGah 15,529 on at

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RE: Invoice Not Updating When Customer Card Details Change

Just want to say we have the similar issue. Our customer change address or billing address and etc. Of course we can see the the benefits of current logic of BC and sometimes wish it was different.

I wish it was a method that you can update the address. I mean one action that you can update open documents if you want to. Basically, you could stick with the current logic or use a method to update documents.

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MahGah 15,529 on at

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RE: Invoice Not Updating When Customer Card Details Change

To try my luck I submitted below idea with Microsoft. I hope get enough votes to pass.

experience.dynamics.com/.../

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YUN ZHU 93,135 Super User 2025 Season 2 on at

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RE: Invoice Not Updating When Customer Card Details Change

Hi, I know it might not be very difficult for you to do some customization, just share a solution I tested recently, hope this also helps.

Extend the Posted Document Update page (A solution for editing Posted Document): https://yzhums.com/24923/

Thanks.

ZHU

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