Thanks again Adrien! I did answer your initial questions in one of the
response messages, but it didn't get published. Cutting and Pasted them
below.
You may be right this isn't a replicated ID issue. To summarize what I
encountered was:
1. An invoice automatically become a credit note after reusing the ID.
It shows as a refund on the Customer Report.
2. Searching after that ID via Find Invoice turns out nothing.
3. Clicking on the ID link on the customer report brings you to the AR
screen, not to the View Invoice screen.
Thanks! -- JC
On 9/27/23 12:13 AM, Adrien Monteleone wrote:
I think this was a bug in early 5.x, but should be fixed as of 5.4
That said, you can't delete invoices.
If you changed the Customer assigned to the invoice, it wouldn't show
up on the original Customer Report. (did you change it back?)
-- I did change the customer name back to the original, but the problem
remains.
How are you searching for the invoice you can't seem to find?
-- The search on the invoice ID turned out to be one. Once opened, it
is the newly created one.
Do they both show up in the AR register?
-- No, only the old one (now labeled as refund) shows up in AR. However,
it is still under Debits instead of Credits.
You can right-click that transaction to 'Jump to Invoice'
-- No 'Jump to Invoice', only 'Jump to another account' which leads to
an income account. I can't delete from that account the corresponding
transaction either.
Once you are viewing the invoice, click the Edit Invoice button on the
*toolbar*. (not the Edit link within the invoice!)
Now you can change Customer, ID, etc.
-- I changed the new invoice to another ID to ensure that the old
invoice (labeled by Refund) is by itself. The old invoice is still
showing up on the Customer Report (labeled as Refund). It is still
showing on AR. Now searching via Find Invoice after that ID turns out
an empty result.
I change my errant invoices to "USE NEXT" as the ID so I can spot them
easily for re-use.
Note, you can't change the type. So if it was a Credit Note, you have
to wait to use it for your next Credit Note. (for any customer, as you
can re-assign it)
Shouldn't a refund/credit note show up in AR as a credit? But this one
shows under invoice (debit) in AR.
On 9/27/23 9:02 PM, Adrien Monteleone wrote:
On 9/27/23 7:28 PM, Jediator wrote:
Thanks Adrien! I am using the latest version 5.4 of GC, running on
Mac with a Postgresql in the back-end. Please see answers to your
questions below. Additional questions to this mailing list:
It seems your answers didn't come through for some reason.
* Has this bug been reported or should I take the initiative to
report (this is the first major headache I encountered in GC).
What do you think is the bug? Duplicate ID's? I thought that was fixed
for 5.4, but now I see it is not in the release notes. Can you still
assign two invoices the same ID with 5.4? Then perhaps checkout
bugzilla to see if it was reported and/or add a comment if so.
* I was wondering if an SQL-delete to remove that record from the
database would solve this problem. However, the old invoice (now
it turned into a credit note) is nowhere to find in the invoices
table. Where is it recorded? Any damage it may cause if I just
delete that record?
You *shouldn't* edit the data file with SQL, or at least do so at your
own risk. Maybe ask on IRC about specifics.
And I"m still not sure how you managed to turn an invoice into a
credit note. I thought the types were immutable.
-----
I'll wait for your answers to my below questions as they can help
guide my follow-up suggestions on finding and editing the errant
credit note.
Regards,
Adrien
On 9/27/23 12:13 AM, Adrien Monteleone wrote:
I think this was a bug in early 5.x, but should be fixed as of 5.4
That said, you can't delete invoices.
If you changed the Customer assigned to the invoice, it wouldn't
show up on the original Customer Report. (did you change it back?)
How are you searching for the invoice you can't seem to find?
Do they both show up in the AR register?
You can right-click that transaction to 'Jump to Invoice'
Once you are viewing the invoice, click the Edit Invoice button on
the *toolbar*. (not the Edit link within the invoice!)
Now you can change Customer, ID, etc.
I change my errant invoices to "USE NEXT" as the ID so I can spot
them easily for re-use.
Note, you can't change the type. So if it was a Credit Note, you
have to wait to use it for your next Credit Note. (for any
customer, as you can re-assign it)
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