Looking for ideas on how to auto populate the sales order comment screen
based on Customer master comments conditions. i.e. certificate of
compliance required, etc I added a checkbox to the customer master
comment screen hopefully to control where to copy the comment to i.e.
pick slip / pack slip. Trying to customize sales order entry screen the
customer checkbox01 field is not available would I set up a FKV to the
customer table? Not certain beyond that? I also looked briefly at using
a BPM, probably possible writing code which is totally greek to me. I am
currently modifying Crystal reports to do this but it is getting
cumbersome.
TIA
Dan Shallbetter
States Electric Mfg.
[Non-text portions of this message have been removed]
based on Customer master comments conditions. i.e. certificate of
compliance required, etc I added a checkbox to the customer master
comment screen hopefully to control where to copy the comment to i.e.
pick slip / pack slip. Trying to customize sales order entry screen the
customer checkbox01 field is not available would I set up a FKV to the
customer table? Not certain beyond that? I also looked briefly at using
a BPM, probably possible writing code which is totally greek to me. I am
currently modifying Crystal reports to do this but it is getting
cumbersome.
TIA
Dan Shallbetter
States Electric Mfg.
[Non-text portions of this message have been removed]