Sorry for the delay.

The SaveModel on customers shouldn't normally throw errors like Customer Invoices.

When the SaveModel fails, does it fail by returning false? If so, the model.Errors collection should have something in it. Or does SaveModel return true yet you don't see the new name in CenterPoint?

I can't think of anything that would explain it off the top of my head. Can you add a customer to sample data with NamePresenter? I only ask this because I can test the same scenario with your code without having to have you send in your database.

Yeah, that's an annoying error that you get when you try to create a transaction for a period that doesn't exist yet in the CenterPoint database.

The way to get around it is to go into CenterPoint, open your database, and go to Processes and open up any transaction form (e.g. Customer Invoices). All you have to do to open periods is enter a date in the UI. So if you enter 4/18/2023 in the Date field on a customer invoice, all the periods up to and including April, 2023 get opened up. You don't have to save an invoice either - entering a date and moving off the field triggers the period-creating logic (so you can enter the date, move off the field, and then click Close .)

Usually we don't run into this except in testing because in production the CenterPoint database is being used and kept current. In your place, I'd actually enter a date to open up the whole year like 12/1/2023.

Edited by user Tuesday, April 18, 2023 8:24:12 PM(UTC)  | Reason: Not specified