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I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…
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.
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…
I have some UDFs in Sales Order Header that are setup to copy when using the Copy From. This does not work when using SO Entry from CRM. Is there something I'm missing, or some work around other than doing the orders from within Sage? (Which is not an…
