Managing Customers, Addresses, and Contacts

Legacy Contributor

We are using Visual 6.5.1, and upgrading to 7.X; but, not much has changed in the visual architecture affecting this issue.

The problem we are having is that the Customer Order, and the Invoice forms, store the Customer ID and not the Customer Name, Address, Contact, etc. So, you cannot recreate a historical document- for instance, a CO or an INVOICE if the CUSTOMER RECORD has changed.

Here are 2 examples where this causes problems:

1. Customer is in Georgia, and orders parts in 2013. In 2014, he moves to Florida. In 2014, we get a Florida Sales Tax audit for 2013, which says that that shipment was sent to FLORIDA and not GEORGIA, and now they want back taxes.

2. Customer owes money, from an order in late 2013. In December, he sells the business; new owner calls in and gives new business name. In January, we place account on Hold. Need to print copies of orders & invoices that were sent to old owner. But now, the orders say that they were sold to the New Business Name.

Has anyone else run into this? how do you work around this?

ztrue

Our work around is to archive all documents communicated outside of the building. All POs, Invoices, Shipping Documentation, etc... are stored as PDFs for this explicit reason.