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    Invoices and Quotes are not saving when editing and adding a document

     

    Edit an existing quote.

    Add a new product

    Open the document using the paperclip

    Drag in a document

    At this point the save is still there for the document.

    Close the document window.

    Save now drops off and you are in edit.

    New product is still on the screen.

    Use back button

    New product is no longer saved.

    Document remains

     

    The work around is to save changes to the Quote or Invoice before adding a document.

     

    This is seen in Release 74 and still showing in 76.  Refer to INFSN-14912

    Reported October 2025

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