Cloning and reference numbers with the latest update 22.1.98

1

Please, there is a problem with the latest update 22.1.98
When you make a Clone to a closed invoice , the manager will modify the old closed invoice and give it a new invoice number , even though I created a new invoice
please fix it.

thank you

2

Provide screenshots of:

  • Old invoice before and after cloning
  • New invoice
3

You should consider to use “Copy to new Sales Invoice” as the closed state will be cloned when using clone.

4

@eko Probably an unwanted behavior though

5

Well, a clone is an exact copy except for the reference number, but all other statuses are cloned. The difference between clones and copy to’s have been extensively discussed. I just provided the advise to overcome this.

1 Like
6

This is confusing. Do you mean the source invoice’s reference number was changed by the act of cloning it to a new invoice? Or do you mean the new invoice has a different number from the source invoice? And why, in the second case, if you are creating a new invoice by cloning would you want it to have the same number as an existing invoice? Please clarify.

The way reference numbers work when cloning and copying supports requirements in some jurisdictions that all transactions be sequentially numbered. This is controlled by the setting for each transaction type under Form Defaults. Here is how it works:

  • Cloning with automatic reference numbers activated: exact copy of the transaction (including date) except for the reference number, which will be new.
  • Cloning without automatic reference numbers: exact copy with blank reference number.
  • Copying with automatic reference numbers: new date, new reference number, relevant quote and order numbers carry forward.
  • Copying without automatic reference numbers: current date, reference number blank, relevant quote and order numbers carry forward.

The program is functioning exactly as designed in this respect. This behavior is part of what the developer calls “dumb clones, smart copies.”

Please note that the subject of this thread was edited. “Problem with latest update…” did not adequately identify your concern. Tell us what you think the problem involves. You will get better help that way.

7

Thank you very much everyone for the quick help
I think I will make “Copy to new Sales Invoice”
Thank you so much again