Is there a way in Acumatica to update all SO’s and Invoices already created when information for a customer gets updated?
Solved
Populating customer information changed to already created orders.
Best answer by kokjietan
- Create a Generic inquiry with a criteria to compare the field on Sales Order/Invoices vs field on Customers
- Add additional filters based on whether the SO/INV is updateable (eg. don’t amend closed SOs/invoices)
- Create a business event to trigger on field changes
- Under the business event, subscribe an import scenario to update the above SO/Invoices
That being said, it does run the risk of importing while users are amending the SO/Invoices, so you may want to run it on a schedule or trigger instead.
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