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Evo-ERP and DBA Classic >> Suggestions for Updates >> pop up window with customer notes from AR-A
http://www.istechforum.com/YaBB.pl?num=1045160920

Message started by hbode on 02/13/03 at 12:28:40

Title: pop up window with customer notes from AR-A
Post by hbode on 02/13/03 at 12:28:40

We currently have an add on that opens a pop up window when selecting a customer ID for sales order entry, displaying the NOTES from AR-A (we keep special instructions or comments relating to customers in those notes). The same window also pops up when releasing the orders through SO-E.
We like this feature a lot, but it would even be better if those notes could be copied over to the SO NOTES at order entry time.

Title: Re: pop up window with customer notes from AR-A
Post by Lynn_Pantic on 02/13/03 at 14:12:05

Already have the Notes pulling into the order in SO-A as part of the first enhancement release. PO-A too.

Lynn Pantic

Title: Re: pop up window with customer notes from AR-A
Post by David Waldmann on 02/14/03 at 09:44:48

You're well on your way to weaning me off from Ben's custom. We have a similar custom that we depend on (pulls notes from AR-A to SO notes).

If we can get either Credit Card integration or fully customizable RTMs I'll be off my customs and able to take full advantage of the weekly update program :)

Title: Re: pop up window with customer notes from AR-A
Post by Lynn_Pantic on 02/15/03 at 12:22:43

We will soon have an updated RTM editor that will allow you to add to the RTM any data field that exists in the data tables being opened by the program. Not sure yet if it will have the ability to define calculated fields based on that data.

I have your email, David regarding credit card processing. I wholeheartedly agree there needs to be a better way to manage it, just looking at the best way to do it.

Lynn Pantic

Title: Re: pop up window with customer notes from AR-A
Post by secrist on 03/04/03 at 13:51:35

If the notes are entered at AR-A, then how do you get them into the sales order at SO-A?

Title: Re: pop up window with customer notes from AR-A
Post by Lynn_Pantic on 03/04/03 at 13:52:51

If you have installed the 2/18/03 update from IS Tech Support, you will be prompted to pull in the notes when you save the sales order.