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Evo-ERP and DBA Classic >> Sales >> Notes
http://www.istechforum.com/YaBB.pl?num=1221771313

Message started by dashdown on 09/18/08 at 13:55:13

Title: Notes
Post by dashdown on 09/18/08 at 13:55:13

What do I need to do to get Customer notes to show up when the info button in SO-A is clicked? The old notes from classic show up but I can't edit them and I can't get new notes to appear.

Title: Re: Notes
Post by carie on 09/18/08 at 14:29:38

This is also a huge problem for me. I would like to be able to have the link be the new evo notes so we can edit - i'm having problems with things changing and it not showing up in the INFO button.

Title: Re: Notes
Post by dashdown on 09/19/08 at 14:59:10

carie,
I figured it out. You need to synchronize classic and evo notes in SM-N. The help screens don't mention this or at least I didn't see it. ;)

Title: Re: Notes
Post by carie on 09/22/08 at 07:44:05

So do we need to do this whenever we change the notes in AR-A?

Title: Re: Notes
Post by dashdown on 09/22/08 at 07:50:49

Looks like we do. At least until they get SO-A to work with Evo notes

Title: Re: Notes
Post by GasGiant on 09/22/08 at 08:00:44

If you run T7SOA.RWN the new SO-A runs, but it is not linked into the ADMIN menu. Is it ready for use, or not?

Title: Re: Notes
Post by dashdown on 09/22/08 at 08:45:07

The problem with the current T7soa.rwn is the notes are tied to the Sales Order. The info button in T6soa.run is tied to the customer notes. It is very important for us to be able to pull up the customer notes when we enter Sales Orders.

Title: Re: Notes
Post by NovaZyg on 09/22/08 at 08:47:18

T7SOA and T7POA were release with the 8/04/2008 update. They were not put on the main menu yet. We want some feedback from you the users before we make this the new default programs. We have tested them and they seem to work with the option we have thrown at them, but we can't test all the options out there so that is why we need you to test them. Please let us know if it does not do what the old programs did.

Title: Re: Notes
Post by GasGiant on 09/22/08 at 08:49:47

Yes, same here. We are actually using both the old and new styles of customer notes. Notes that affect orders are in the old style, while billing / accounting notes are in the new.

Title: Re: Notes
Post by carie on 09/26/08 at 10:18:10

If you happen to synchronize classic and evo notes in SM-N every time you change notes in a customer you get a big mess!!! I now have multiple entries of the same notes. Is there any easy way to edit these somewhere so I can get rid of the extra notes???? Also I'd like to know the correct way to go about making sure I can use the INFO button when entering sales orders.

Also i get the error - "the array element specified is out of range for this field" if I try to synchronize evo to classic notes in SM-N.

Title: Re: Notes
Post by carie on 11/05/08 at 15:27:12

Should I be going thru maintain database to fix these note problems?