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Evo-ERP and DBA Classic >> Accounting >> AR Notes
http://www.istechforum.com/YaBB.pl?num=1098200142

Message started by kristinfitz on 10/19/04 at 07:35:41

Title: AR Notes
Post by kristinfitz on 10/19/04 at 07:35:41

I need to add more notes to a customers account. I have run out of space on the notes tab and went into history to add notes there and I get the following error:

No record in AM-L-I of the rep assigned to this account
You are not authorized to view this account(eventhough I have the rights).

I do not get this error with every customer, only some.

Any thoughts? Thanks.

Title: Re: AR Notes
Post by Karen Mason on 10/19/04 at 08:09:51

We also get that error message when going into history. Click "OK", then hit the history button again. It will let you in.

Title: Re: AR Notes
Post by kristinfitz on 10/22/04 at 11:31:32

That didn't work. Any other suggestions??

Title: Re: AR Notes
Post by Lynn Pantic on 10/22/04 at 11:45:06

Have you set up reps for the Contact Manager in SM-I-I?

Title: Re: AR Notes
Post by kristinfitz on 10/29/04 at 05:53:00

Yes our reps are set up in SM-I-I.. Any other thoughts??

Title: Re: AR Notes
Post by kristinfitz on 02/09/05 at 06:37:34

I am still having the below problem with AR history notes:

I need to add more notes to a customers account. I have run out of space on the notes tab and went into history to add notes there and I get the following error:

No record in AM-L-I of the rep assigned to this account
You are not authorized to view this account(eventhough I have the rights).

I do not get this error with every customer, only some. Also, all reps are set up.

Any additional thoughts? Thanks.

Title: Re: AR Notes
Post by Lynn Pantic on 02/09/05 at 11:11:39

Go into SM-I-I for all your Reps and make sure they are all set up to allow others to change the accounts.

Title: Re: AR Notes
Post by kristinfitz on 02/14/05 at 10:19:12

Lynn,

They are all set to Y. Any other thoughts? Thanks.