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Evo-ERP and DBA Classic >> Suggestions for Updates >> PLEASE VOTE! Display notes when entering PO/SO
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Message started by ndemarco on 06/08/04 at 17:06:12

Title: PLEASE VOTE! Display notes when entering PO/SO
Post by ndemarco on 06/08/04 at 17:06:12

Hi,

Has anyone considered making notes that would pop up whenever entering a SO or PO for an item?

For example:
1. Ask if they want batteries!
2. Do not sell this item to end users
3. Must have motor rev >2

or for POs:
1. Negotiate price!

You get the picture. These comments would NEVER print on the SO or PO. Perhaps it could be worked into the SO/PO Notes revision (that was just completed!)

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by Laura on 06/09/04 at 11:35:06

I was on SBT software ( a hundred years ago) and it had something similar. When I added a note I had the option to make it part of a library of notes. Then when entering a SO I could F2 the library and choose from a note that I had already written.

It is a feature I miss on DBA. I mentioned it a few yrs back.

Laura
DBA User since 97

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by Lynn Pantic on 06/09/04 at 13:48:11

Sounds like you are talking about 2 different things. Nick wants a pop-up message to the person doing the order entry that doesn't actually save to the order while Laura wants the ability to save Notes to a Library and then pull from the library for Notes to be saved when entering an order. Do I understand correctly?

Both are valid requests. Nick, would the pop-up note be part number specific or Customer or what?

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by Tim Keating on 06/09/04 at 14:04:16

One vote for each option from me.

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by Karen Mason on 06/10/04 at 06:16:04

Yes, notes would be helpful. Gee Lynn, we need it all. Notes for customers, notes for parts, notes for vendors.

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by Laura on 06/10/04 at 14:26:24

An example would be pulling a note called "personal guarentee" from the Library. I would like to be able to print this note on a very few select packing slips. This is an extensive note that I don't want to type all the time, and certainly only need it for 1 in a 5000 deliveries. Of course I could suppress the note when I posted the invoice.

Title: Re: PLEASE VOTE! Display notes when entering PO/SO
Post by ndemarco on 06/13/04 at 06:27:44

To Lynn's response:

Yes, this thread is now on two different things. I am looking for something that is triggered when a part number is brought up in SO or PO.

The note would be stored for each ITEM, and not for particular customers. If I was to ask for the moon, I would ask that we could have notes that would pop up for each customer and vendor too!

Ex. for customer: Limit free samples to 2!
Ex. for vendor: Be sure to fax drawings!

I hope I am making myself clear here.

Thanks,

Nick