Customers and Jobs

Benjamin Soffer (SLF) bsoffer at soffer-law.com
Mon Nov 21 08:57:52 EST 2016


Good point, Katie.  I'm using GnuCash 2.6.10 on Windows 10 Home edition.

Thanks,
Ben


-----Original Message-----
From: gnucash-user
[mailto:gnucash-user-bounces+bsoffer=soffer-law.com at gnucash.org] On Behalf
Of Katie Eldridge via gnucash-user
Sent: Monday, November 21, 2016 1:55 AM
To: gnucash-user at gnucash.org
Subject: Re: Customers and Jobs

Hello,

You may have to say which version of GnuCash you're using:  I'm currently on
2.6.9 on Linux Mint 17.3, and I don't see this behaviour.
When I have selected the customer, I then only see jobs belonging to that
customer.

regards,

Katie


On 20/11/16 21:06, Benjamin Soffer (SLF) wrote:
> Hello,
>
>
>
> I have "customers" and for any given customer I have one or more "jobs."
> When I create a new job, I indicate which customer is the "owner" of
> that job.  When I book a new invoice, I "select" the customer from the
> drop-down list of all active customers and then I "select" the
> applicable job.  Even though each job is already associated with
> (related to) a particular customer, the jobs drop-down menu displays
> ALL the active jobs (even those not owned by the selected customer).
> It seems to me that the job selection should be limited only to the active
jobs owned by the selected customer.
> Also, if I make a customer "inactive," the software does not
> automatically deactivate the jobs for that customer, which I would
> expect it would do.  In addition, while I can run a "customer listing"
> and check the boxes to make customers active or inactive, there does
> not appear to be a similar feature for manually deactivating jobs
> (which, as I said, I think should happen automatically when the
> customer is made inactive and not require manual deactivation).
> Instead, I have to "search" all jobs, select each one in order and
deactivate them.  Am I missing something?
>
>
>
> Thanks,
>
> Ben Soffer
>
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