How can I get Customer Memos to pop-up in Invoice History Inquiry?

Posted By EllenPiet over 4 years ago

Hi,

I have several customers with special requests regarding the sending of their invoices (mail, fax, e-mail to specific parties, etc). We created memos that pop up during Sales Order Entry. Unfortunately, that department doesn't always remember to make note of it on the invoice, so when the invoice comes to me, I have no idea of the special requests. Why can't the memos automatically pop up on the Invoice History Inquiry screen? Does anyone know a back alley way to do this?

Thanks in advance for any help!

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0 TomTarget over 4 years ago

I concur there is no option for that in memo manager.

Possibly you could add some User Defined Fields to store that information?
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0 TomTarget over 4 years ago

I concur there is no option for that in memo manager.

Possibly you could add some User Defined Fields to store that information?
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0 EllenPiet over 4 years ago in reply to TomTarget

Thanks Tom, I didn't think it would be easy. I'll have to look into User Defined Fields, as I'm not familiar with creating them, or how they work. I'll be back...

Have a great day!
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0 Kevin M over 4 years ago in reply to EllenPiet

UDF's are a good fit for this kind of requirement, and there are different flows possible to end within invoice history. Help files can provide some guidance for this.

If the comment is always the same per customer, a UDF in AR_Customer can be displayed on the different screens you might want to see it (like invoice history inquiry) without making a copy of the UDF in the transaction tables.
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How can I get Customer Memos to pop-up in Invoice History Inquiry?

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