We would like a way to add standard canned notes to PO's such as legal jargon / terms and conditions
Guest
| Company | Azco |
| Job Title / Role | Process Systems Analyst |
| I need it... | Yesterday...Come on already |
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Hey Tiffany, in order to make this work, do you think we need to add a notes category? For example, you may have notes for service, but you may also have notes for AP. Would you like all notes, or a subset?
When creating a Purchase Order in Vista, in the notes tab, Under Edit, there is a Standard Note Lookup. We have about a dozen standard notes we can choose from. This table is HQ Standard Note. We want the person making out the PO in the employee portal to choose from these standard notes. Right now we have to reopen each PO in Vista and add them.
Is the goal for this to show up in the report? If so, you can customize the report to take care of this for you. Let us know thanks.
Same process found in PO Purchase order entry Vista -> notes ->edit -> insert standard notes