Customers and Jobs

[Robert L Brush III]

Hey sorry, I'll check it out for you, but I think the answer is most users don't use this function and the few that do don't hang out here..

Bob


> On Nov 30, 2016, at 7:40 PM, Benjamin Soffer (SLF) <bsoffer at soffer-law.com> wrote:
> 
> Hello,
> 
> I posted this on November 20th but got no substantive responses, so I'm
> trying again.
> 
> I'm using GnuCash 2.6.10 on Windows 10 Home edition.
> 
> 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.
> 
> 1. 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.
> 
> 2. If I make a customer "inactive," the software does not automatically
> deactivate the jobs for that customer, which I would expect it would do.
> 
> 3. 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 doing something incorrectly with regards to any of these three issues?
> 
> Thanks,
> 
> Ben Soffer
> 
> 
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