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Evo-ERP and DBA Classic >> Sales >> Standard Notes
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Message started by jkmmfg on 03/02/07 at 15:30:47

Title: Standard Notes
Post by jkmmfg on 03/02/07 at 15:30:47

We have standard contractual statements that need to be added to our SO acknowledgements. The catch is different customers require a variety of these statements. Further, we have more than one remit to address and payment disclosure information that needs to show up on our invoicing by SO. I've worked with the templates and they don't do what I need.

Is there any way to attach a note template to a SO, rather than building a variety of forms or having to type the same information over and over?

Title: Re: Standard Notes
Post by Lynn_Pantic on 03/12/07 at 16:06:39

If the information you need is customer specific, you could enter it in AR-A as a note and then SO-A can automatically pull it in as a Note on the Sales Order.