Second Remarks field in sales order screen.

[Former Member]

Hello Experts,

I was wondering if it possible to add a second remarks field in the sales order screen? The reason why, the existing remarks fields is printed in the Work ordr, Invoice forms. And we would like to add internal notes to the order. Would you please let me know.

Thank You,

Jose

[Former Member · Accepted solution]

If you mean print preview, UDF will not be included automatically.

[Former Member · Accepted solution]

hi Gordon,

I would like it to be visible at the Sales Order Screen, but it is always unique to the sales order level. Much like the remarks field is now.

Thank You,

Jose

[Former Member · Accepted solution]

UDF will be displayed beside sales order form. It can be used as a remark field.

[Former Member]

Hi,

Also on row level, you can display "Type" with Form Settings and choose "Text". You can type all additional info and will always be displayed on the screen.

Kind regards

Carin

[Former Member]

Hi Jose.......

Another field you can use as a Remark is Opening and Closing remark which comes by Right Clicking on the document form......

Regards,

Rahul

[Former Member]

Hi Rahul,

This sounds great, the only problem is that it will not be visible at all times. will it?

Thank You,

Jose

[Former Member]

Hi Jose,

You may add Second Remarks field. However, that can only be a UDF that showed on UDF form.

Thanks,

Gordon

[Former Member]

Hi Gordon,

If you add a UDF, this will not be order specific. Would it?

Thank You,

Jose

[Former Member]

The UDF will be available to all marketing documents. However, the text saved on this UDF can be order specific.

[Former Member]

Hi Gordon,

I have an example, we added a special instructions field in the marketing document row. Now, when we add a Sales Order, that field is populated. I would like to have a field that is not populated with info from preview orders. Is that doable?

Thank You,

Jose

[Former Member]

Please clarify if you need the field on line level or document level.

[Former Member]

Hi Gordon,

I needed at the document level. And I did not mean row, sorry.

Thank You,

Jose