nelsonm - 7:02 am on Jan 24, 2012 (gmt 0)
A web developer brought up some annoying points about some holes in the initial design of my customer scheduling and job tracking system.
How are you tracking the historical accuracy of customer and work order records when existing customer and work order data changes.
1. Customer data
A past customer changes their location and requests services at the new address. updating the customer record before or while entering a new work order replaces the original customer data (in this case the address) with new data. Now only the new address exists for both the old and the new work order. What's the best practice to maintain and access accurate customer data linked to past work orders for invoicing or taxes?
2. Work order and pricing data
A price change occurs in the pricing table that is linked to a service items table that is linked to each work order. Now all past work orders point to the new price. What's the best practice to maintain and access accurate work order data for invoicing or taxes?
Some suggestions and/or links on the subject would be helpful.