When master data changes, which values should forms display?

ERPNext User Forum
1

Problem statement

Users often update master data (e.g., customer name, billing/shipping address, item name/description) while transactions (quotations, sales orders, invoices, delivery notes, etc.) are being created or after they’ve been submitted.

Question

When master data changes, which values should forms use?

  • A. Latest master data — always pull current values at render
  • B. Document snapshot — use values saved on the document; never auto-refresh after submit

Thank you.