ISTech Support Forum - CSH NOTES APPEARING ON NEW CUSTOMER

Welcome, Guest. Please Login.

	11/16/24 at 04:58:11 News: \| IS Tech Support \| Evo~ERP \| Evo Wiki \| Forum \|

ISTech Support Forum › Evo-ERP and DBA Classic › Sales

‹ Previous topic | Next topic ›

Pages: 1

CSH NOTES APPEARING ON NEW CUSTOMER (Read 2009 times)

carie Full Member Posts: 209 Gender:	CSH NOTES APPEARING ON NEW CUSTOMER 06/09/08 at 11:01:56 On the last two new customers I have entered into AR-A CSH notes have appeared magically! On both customers no notes where entered at the time of adding the customer. I'm not sure where they are coming from and both notes are different. HELP! ~Carie~
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #1 - 06/20/08 at 09:47:26 Allen Have you seen this happen to anyone else. ~Carie
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #2 - 06/20/08 at 10:12:45 No I cant say that I have... but the notes are a relatively new part of the system and stranger things have happened. I will try duplicating the issue here.. if I can do it, then i can fix it..
Back to top	Allen Landry Evo~ERP EvoERP and DBA Classic always Beta's of the Latest versions. IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #3 - 06/23/08 at 08:32:18 Thanks - I will also let you know if it happens the next time I enter a new customer.
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

carie

Full Member

Posts: 209
Gender: female

Re: CSH NOTES APPEARING ON NEW CUSTOMER
Reply #4 - 06/24/08 at 09:35:56

It happened again today - BUT not on entering a new customer.

This time we were editing an existing sales order. We changed the price on 2 items, saved the SO. Freight come up, oked, notes for our bill to came up, exited, then mystery notes showed up attached to the ship to. They show created on 6/24/08 at 10:19am. This is the time we were in sales order making our changes.

This is going to require me to do an audit of all CSH notes to make sure they are correct in all my acct. I use these notes to show what a customers "usual" orders are. Sad

Evo-ERP Version 2015.2 with Build 7/02/2015
Pervasive 11.3 - 10 licenses / DBA since 2002

Carie Kirk
McDantim Inc
Helena, Montana

IP Logged

NTMSTR Browser I love YaBB 1G - SP1! Posts: 21	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #5 - 09/04/08 at 12:59:22 Something very similar is happening to us, each time we have entered a new customer over the last few months, the notes of a different customer is appearing in the notes section of the newly added customer. Did anyone ever get to the bottom of this? Thanks, Nick EVO-ERP IS Tech Support Update 3/27/08
Back to top	IP Logged

NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #6 - 09/04/08 at 15:41:01 Yes, I did. It has been fixed in the latest release. or at least I have not heard otherwise from the people who I sent the fix to.
Back to top	Allen Landry Evo~ERP EvoERP and DBA Classic always Beta's of the Latest versions. IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #7 - 09/22/08 at 13:43:08 Well it happened to me again but this time in Vendors. Magically appeared notes from another vendor maybe? Help
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #8 - 09/22/08 at 14:37:32 are you on the latest 8/04/2008 update?
Back to top	Allen Landry Evo~ERP EvoERP and DBA Classic always Beta's of the Latest versions. IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #9 - 09/22/08 at 15:25:30 yes !
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #10 - 11/05/08 at 10:00:11 Has anybody else had this problem?
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

BurrKing_Mfg

Member

Computer repair can
not be done with a
hammer!

Posts: 66
Gender: male

Re: CSH NOTES APPEARING ON NEW CUSTOMER
Reply #11 - 11/09/08 at 10:31:40

Carrie, we have a huge problem with our notes, we have nearly abandoned notes completly, we don't know which notes are true, so the best we could do is just act like every note in the system is garbage. To be honest, I haven't had the time to devote to this problem, I hope when they fix your problem, mine can be fixed as well.

12 User Evo-ERP
Pervasive 11
2012r2 Server (needs upgrades)
Evo is fully patched and ready to go

IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #12 - 11/12/08 at 08:38:12 Where can i go to print all notes for all my customers so I can start the editing process? For classic and evo notes. Carie
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

hvrapc

Browser

I love YaBB 1G -
SP1!

Posts: 4

Re: CSH NOTES APPEARING ON NEW CUSTOMER
Reply #13 - 11/13/08 at 11:33:37

We use notes on PS as instructions to packing and shipping depts; special packing instructions, customer account number (FEDEX, UPS, etc.) to bill the ship charges, special certs, etc. This seems to work OK if the notes are tied to the billing customer, but not to the Ship-to customer code. Since the information such as the shipper account can be location-specific, we'd like to print notes linked to the Ship-to. How do we use notes for this? Can we print both bill-to and ship-to notes on the same document?

IP Logged

carie Full Member Posts: 209 Gender:	Re: CSH NOTES APPEARING ON NEW CUSTOMER Reply #14 - 12/04/08 at 12:34:52 Yes - if your using the evo notes both notes should pop up after saving the sales order
Back to top	Evo-ERP Version 2015.2 with Build 7/02/2015 Pervasive 11.3 - 10 licenses / DBA since 2002 Carie Kirk McDantim Inc Helena, Montana IP Logged

Pages: 1

ISTech Support Forum › Evo-ERP and DBA Classic › Sales

‹ Previous topic | Next topic ›