We are a printing company and we print a lot of paper. Part of my role is to reduce that as much as possible. One piece I am seeing is our CSR writing notes on the printed Invoice but those notes never make it into Epicor. I know Epicor is designed to take some notes, but is it practical/useful? Are there other ways of doing this that are better but integratable with Epicor? Trying to figure somethings out to reduce paper and capture much need info.
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There is a built in function to add a memo to invoices, however I don’t believe it tells you that there are memos/notes until you click on the icon.
We use the Comments tab found in many of the Entry programs. The comments will print on the different SSRS forms including ARInvoice.
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the memo icon changes if notes are there.
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Memos are best for internal notes only. We use comments for items that may need to be printed, plus many of them print anyway.
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