When a billing activity has taken place and the wrong customer was selected within the account field you are not able to change this within the project.
The project order allows changing of the customer so new invoices will go to the right account.
But why not allow us to correct the customer within the project as well.
--Removed as incorrectly listed steps-- stsporen
This seems way to much work and still the first booked hours within the timeentries are still on the orignal project with the wrong customer.
Today the correct method for updating the account on the project is as follows:
Since we block changing the record if there are associated pending transactions, reverse all the outstanding transactions, change the account and create corrections to recreate all new transactions with the new account.
I would love to hear if this is happening a lot with customers so please upvote this item if you feel we should improve or address any part of the product in this area.
Steven - PM