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Evo-ERP and DBA Classic >> Sales >> Entering notes for AR accounts
http://www.istechforum.com/YaBB.pl?num=1146158350

Message started by swalker on 04/27/06 at 09:19:10

Title: Entering notes for AR accounts
Post by swalker on 04/27/06 at 09:19:10

I've been entering notes for particular customers under AR-A then choosing HIST but I've noticed that when I print the AR aging report, these notes are not showing up.

Is there another way to enter notes and have it print on the aging report?

Title: Re: Entering notes for AR accounts
Post by JNAPIER on 04/27/06 at 10:54:57

Aging uses the Follow-Up records. You can print a history report sorted by type or customer, but not on the aging report. The thing I don't like about follow-up is that you have to have many different codes because it overwrits the existing record for that code type.

John

Title: Re: Entering notes for AR accounts
Post by David Waldmann on 04/28/06 at 02:05:44

JNAPIER wrote:

The thing I don't like about follow-up is that you have to have many different codes because it overwrits the existing record for that code type.

DITTO!