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Status New
Workspace Case Management
Categories Goods & Services
Created by Marshall Brooks
Created on Apr 9, 2025

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is to delete the contract and then rebuild the contract.

It would greatly benefit funeral homes to receive a warning when branches are switched, that notifies them the GL account numbers on the contract will not update, and they will need to delete and rebuild the contract for the correct GL account numbers to be reflected on the case. This warning would help notify funeral homes that there are additional steps that need to be completed when switching branches.

Because this is most relevant when the funeral home’s accounting is broken down based on the individual branches, it would be best for the warning to only appear for those funeral homes. However, if this is not possible, ensuring the warning states something more general like "if any items are tied to specific branch settings, they will need to be deleted and re-added with the current branch selection".

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