An invoice has printed with the misspelling of Darcy's name. I checked the customer record in sales and it is correctly spelled, but when an invoice is printed, in the Bill To: section it is spelled Darynic. This does not happen every time. Any idea how a word can be jumbled sporadically?
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Hi Jen,
As an aside, RM stands for Receivables Management (accounts receivable to normal folks).
I presume it is the Customer Name (and not the contact) that is 'changing'. I, like the others, would point to user error. You might be able to identify, perhaps, the user that is modifying the record by turning on Activity Tracking. Navigate to Administration | Setup | System | Activity Tracking. Select the Activity you want to track, which companies you want to track and which user(s) you want to track. I've filled in a screenshot below of what your setup might look like. I've got the 'sa' user selected, unfortunately, you have to select the users to track one at a time. It won't give you a precise answer, but it might shed light on who might be modifying the record.
To view the results, go to Administration | Inquiry | System | Activity Tracking. Use the filters to limit the amount of information that appears on screen. To purge the Activity Tracking file go to Administration | Utilities | System | Activity Detail. This deletes the selected data, you cannot retrieve it once it has been 'removed'.
Kind regards,
Leslie
Hi Kirk,
I checked the bill to and ship to and the lady's name is spelt correctly, I talked with our Accounting folks and they say that those are never changed. I am hoping since the fields in the invoice were extended, that may have fixed both issues. This issue is so random, it is going to be tough to troubleshoot. I am just waiting now for it to happen again. Thank you for your help.
Jen,
SOP stands for Sales Order Processing.
RM I believe is receivable maintenance.
Open the sales order and click the over arrow next to the order number. I believe this will open up the screen that allows you to check the bill to and ship to at the sales order level. (I don't have GP in front of me and if this isn't correct the arrow you need to click is very close to this one.)
Regards,
Kirk
Hi Kirk,
I am very new to GP. SOP? RM?
Hi Mariano,
Can you please provide some steps on how to check the Bill To address?
I concur with Kirk. Check the Contact information for the Bill To address, not the contact displayed on the main Customer Maintenance window.
Jen,
This sounds like user error. The user can update information at the SOP level that will not be reflected at the RM level.
Regards,
Kirk
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