Access to Customer/Vendor notes in SO-A, PO-A

Feature Requests
1

Wow, no one wants new features? I will be happy to be the guinea pig, as well as making this forum a shortcut on my browser… :rofl: :joy: :rofl:

Yes, there is a pop-up for notes that have an Alert when STARTING a SO/PO, but sometimes:

  • You forget the details after looking at them (some of ours are very complex)
  • You Ignore the pop-up, but then realize that you probably should look at them.

Anyways, it would be really nice if there were a button in, especially SO-A, to pull up the Customer related Notes.

Thanks!

2

I think it is a worthwhile Idea but programming will have to weigh in on how involved it will be. On the surface I think it should be fairly simple.

3

I mentioned it to Allen and he agreed it would not be particularly difficult. He will take a look Monday.

1 Like
4

In the short term, there is a default question in “System Mgr.-SD-A” that will force you to read a link, alert note or both. Last question on first screen.

5

That will be somewhat of a help. Thanks!

6

New SO-A and PO-A posted today with the ability to see customer or vendor notes.

7

Tried it out - awesome, thanks!

8

David,

Can you think of any other places we would need Multiple types of Notes/Links on one screen?

I did SO-A and PO-A. WO-A maybe for Customer?

9

For us, Quotes would be the next most helpful. All of our customer specific WOs are generated from SO-N. WO-A is only used for Make-to-Stock items here.

10

All flavours of SO-A, (Quotes, EDI, S/R, RMA, Estimates..) all have the same ability now.

11

Excellent. Thank you!

12

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