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Standard Notes (Read 302 times)
jkmmfg
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Standard Notes
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?
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

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Re: Standard Notes
Reply #1 - 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.
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Lynn Pantic
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