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linking records

edited Nov 2, 2012 6:47AM in Accounting / ERP 2 comments

We have two situations related to linking records that we'd like to manage ...

... In the case that an order is fully processed, then it for some reason becomes apparent that the wrong customer name was used in the order, we at times need to modify the order with the correct customer information.  That part is easy.  The problem is that when we change the customer name on a sales order, it unlinks all associated records to this order (fulfillments, invoices, payments, etc.).  We can go into each record and change the customer on those - a pain but manageable.  The problem is that we can't find a way to re-establish the relationships,

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