AR Collections Notes Customization

Yahoo Archive
1
Thank you, Gerry. I had the ".dll" at the end. When I dumped those, the correct form came up.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Gerry Loranger
Sent: Monday, November 16, 2009 11:58 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] AR Collections Notes Customization



P.S. Remember when setting up the Process Calling Maintenance, make sure
that the Called Process Reference is Epicor.Mfg.UI.MemoEntry (without the
dll at the end) and then reference your Process ID where it says Menu ID
(got to love the random naming convention).

Gerry

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 1:37 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] AR Collections Notes Customization

Thanks, Gerry,

I already did all that, but no luck - that did not work, though I expected
it to.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Gerry Loranger
Sent: Monday, November 16, 2009 9:15 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] AR Collections Notes Customization

Did you try going into Sub Process Maintenance? Select Non Menu Item as the
Program type and enter Epicor.Mfg.UI.MemoEntry.dll in the program field.

Gerry

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 11:43 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] AR Collections Notes Customization

I want my accounts receivable collections person to be able to add notes
about collection efforts on an invoice. To do that, I am planning to use
memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted
Invoice Update. In addition to the basic fields in the Memo screen, I want
to add some user defined fields. I can customize the Memo form just fine.
The problem I don't understand is, how do I get the customized Memo form to
show instead of the basic Memo form, when the user selects Actions>Memo? I
assume I need to customize the Invoice Tracker and Posted Invoice Update
forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the
Invoice Tracker and Posted Invoice Update forms that calls the custom Memo
form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the
help documentation. I set up a new Sub Process. I gave it the same security
ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item.
The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in
the Customization box. Then, in Process Calling Maintenance, I put
Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put
Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that
I had set up in Sub Process Maintenance in the Menu ID box. After I save all
that and exit and enter the system, it still gives me the default Memo form
when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
2
I want my accounts receivable collections person to be able to add notes about collection efforts on an invoice. To do that, I am planning to use memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted Invoice Update. In addition to the basic fields in the Memo screen, I want to add some user defined fields. I can customize the Memo form just fine. The problem I don't understand is, how do I get the customized Memo form to show instead of the basic Memo form, when the user selects Actions>Memo? I assume I need to customize the Invoice Tracker and Posted Invoice Update forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the Invoice Tracker and Posted Invoice Update forms that calls the custom Memo form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the help documentation. I set up a new Sub Process. I gave it the same security ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item. The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in the Customization box. Then, in Process Calling Maintenance, I put Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that I had set up in Sub Process Maintenance in the Menu ID box. After I save all that and exit and enter the system, it still gives me the default Memo form when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>


[Non-text portions of this message have been removed]
3
Did you try going into Sub Process Maintenance? Select Non Menu Item as the
Program type and enter Epicor.Mfg.UI.MemoEntry.dll in the program field.



Gerry





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 11:43 AM
To: vantage@yahoogroups.com
Subject: [Vantage] AR Collections Notes Customization





I want my accounts receivable collections person to be able to add notes
about collection efforts on an invoice. To do that, I am planning to use
memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted
Invoice Update. In addition to the basic fields in the Memo screen, I want
to add some user defined fields. I can customize the Memo form just fine.
The problem I don't understand is, how do I get the customized Memo form to
show instead of the basic Memo form, when the user selects Actions>Memo? I
assume I need to customize the Invoice Tracker and Posted Invoice Update
forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the
Invoice Tracker and Posted Invoice Update forms that calls the custom Memo
form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the
help documentation. I set up a new Sub Process. I gave it the same security
ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item.
The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in
the Customization box. Then, in Process Calling Maintenance, I put
Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put
Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that
I had set up in Sub Process Maintenance in the Menu ID box. After I save all
that and exit and enter the system, it still gives me the default Memo form
when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Thanks, Gerry,

I already did all that, but no luck - that did not work, though I expected it to.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Gerry Loranger
Sent: Monday, November 16, 2009 9:15 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] AR Collections Notes Customization



Did you try going into Sub Process Maintenance? Select Non Menu Item as the
Program type and enter Epicor.Mfg.UI.MemoEntry.dll in the program field.

Gerry

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 11:43 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] AR Collections Notes Customization

I want my accounts receivable collections person to be able to add notes
about collection efforts on an invoice. To do that, I am planning to use
memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted
Invoice Update. In addition to the basic fields in the Memo screen, I want
to add some user defined fields. I can customize the Memo form just fine.
The problem I don't understand is, how do I get the customized Memo form to
show instead of the basic Memo form, when the user selects Actions>Memo? I
assume I need to customize the Invoice Tracker and Posted Invoice Update
forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the
Invoice Tracker and Posted Invoice Update forms that calls the custom Memo
form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the
help documentation. I set up a new Sub Process. I gave it the same security
ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item.
The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in
the Customization box. Then, in Process Calling Maintenance, I put
Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put
Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that
I had set up in Sub Process Maintenance in the Menu ID box. After I save all
that and exit and enter the system, it still gives me the default Memo form
when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
5
Did you set up the Process Calling Maintenance?



Gerry



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 1:37 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] AR Collections Notes Customization





Thanks, Gerry,

I already did all that, but no luck - that did not work, though I expected
it to.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Gerry Loranger
Sent: Monday, November 16, 2009 9:15 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] AR Collections Notes Customization

Did you try going into Sub Process Maintenance? Select Non Menu Item as the
Program type and enter Epicor.Mfg.UI.MemoEntry.dll in the program field.

Gerry

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 11:43 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] AR Collections Notes Customization

I want my accounts receivable collections person to be able to add notes
about collection efforts on an invoice. To do that, I am planning to use
memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted
Invoice Update. In addition to the basic fields in the Memo screen, I want
to add some user defined fields. I can customize the Memo form just fine.
The problem I don't understand is, how do I get the customized Memo form to
show instead of the basic Memo form, when the user selects Actions>Memo? I
assume I need to customize the Invoice Tracker and Posted Invoice Update
forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the
Invoice Tracker and Posted Invoice Update forms that calls the custom Memo
form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the
help documentation. I set up a new Sub Process. I gave it the same security
ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item.
The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in
the Customization box. Then, in Process Calling Maintenance, I put
Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put
Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that
I had set up in Sub Process Maintenance in the Menu ID box. After I save all
that and exit and enter the system, it still gives me the default Memo form
when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
6
P.S. Remember when setting up the Process Calling Maintenance, make sure
that the Called Process Reference is Epicor.Mfg.UI.MemoEntry (without the
dll at the end) and then reference your Process ID where it says Menu ID
(got to love the random naming convention).



Gerry





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 1:37 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] AR Collections Notes Customization





Thanks, Gerry,

I already did all that, but no luck - that did not work, though I expected
it to.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Gerry Loranger
Sent: Monday, November 16, 2009 9:15 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] AR Collections Notes Customization

Did you try going into Sub Process Maintenance? Select Non Menu Item as the
Program type and enter Epicor.Mfg.UI.MemoEntry.dll in the program field.

Gerry

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Thomas Rose
Sent: Monday, November 16, 2009 11:43 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] AR Collections Notes Customization

I want my accounts receivable collections person to be able to add notes
about collection efforts on an invoice. To do that, I am planning to use
memos, accessed from the Actions>Memo menu item in Invoice Tracker or Posted
Invoice Update. In addition to the basic fields in the Memo screen, I want
to add some user defined fields. I can customize the Memo form just fine.
The problem I don't understand is, how do I get the customized Memo form to
show instead of the basic Memo form, when the user selects Actions>Memo? I
assume I need to customize the Invoice Tracker and Posted Invoice Update
forms, but I don't see where to go to call the custom Memo form?

If I cannot change the form Actions>Memo picks, can I add a button to the
Invoice Tracker and Posted Invoice Update forms that calls the custom Memo
form? If so, how do I do that?

Here is what I tried, because it sounded like it would work based on the
help documentation. I set up a new Sub Process. I gave it the same security
ID as the AR Invoice Tracker. Under program type, I selected Non Menu Item.
The program is Epicor.Mfg.UI.MemoEntry.dll. I selected my customization in
the Customization box. Then, in Process Calling Maintenance, I put
Epicor.Mfg.UI.MemoEntry.dll in Called Process Reference. I put
Epicor.Mfg.UI.ARInvoiceUpdtEntry.dll in Called From. I put the menu ID that
I had set up in Sub Process Maintenance in the Menu ID box. After I save all
that and exit and enter the system, it still gives me the default Memo form
when I select Actions>Memo.

8.03.403.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]