The product notes function has the ability of having the note pop-up on a lot of different transactions. However it only pops-up when the product code is manually entered or selected by the user. When a transaction is created from another transaction it does not pop-up and the user does not get to see the message. For example a user creates a quote and selects a product then the user would receive the note. But when a sales order is created by selecting that quote, the same when the PO is created directly from the order or by using the grouping function the user does not get to see the note/message. So it is possible that all transaction from the sales order until after receiving and shipping the note/message is not displayed to the user because the item is not manually entered.
We would like to have product notes pop-up or displayed on a transaction report even when one transaction is created by selecting another transaction.
by: Israel B. | over a year ago | General
Comments
The product notes capability was designed as an interactive user alert. Its intent is to advise a user of relevant information about the product. This could include notes from purchasing, cross sell information, accessory products etc. Sage ERP X3 also contains many batch functions and actions that involve 1 to many lines, the notes functionality was designed to make sure that it did not trigger in those instances. Think about loading 100 line quote with each product having a pop-up note.
The idea of having a log file or report is interesting but has the potential to consume a lot of storage space an introduce additional overhead into these volume transactions. Please share your vision of how this might be done.