• How to create custom UDFs in PO or SO memo?

    We are in version 2016, and want to customize the memo in both Sales Orders and Purchase Orders. I see an old post from 2010, but no further information on this or if it is even possible on today's versions.
  • AR Customer Memo text causing line items to duplicate

    We are looking to utilize AR Customer Memos as a way to convey what special requirements a customer regularly has when they order. Ideally we want this on Sales Orders and Packing Lists. The issue is that when linking to the AR Customer Memo table, it…
  • shipping data entry - summary package tracking customization

    I would like to customize the Summary Package Tracking panel but the right-click customization option is not available. I am trying to ensure the user enters tracking information into this panel before Accepting the shipment. Any suggestions are appreciated…