I've built this exact modification myself. Copies comments from the Customer Card to the Sales Order. Automatically popped up in a separate screen as well as soon as the Sell-to Customer No. was added. They had to acknowledge it before putting the rest ...
Hi Ben, Our system was initially set up to use the MRP however some of our newer items do not have enough of a history to establish ordering policies yet. I will take your advice and dig deeper into the MRP and utilizing it for this process. Thank you, ...
@Laura Kuebler the first thought is to add a link to the header comments in a fact box, but that is still a click to see them and not what I think you are asking for. So, I might recommend adding a FastTab for "Comments" to the Sales Document pages. ...
We are currently working on a new feature set in our credit card solution to actually accommodate just that: Allow credit cards to be charged at the "due date" of the invoice. If you would be interested, contact me and we can also talk about your input ...
While I have not tried it, I would think that you could use the WebPageViewer add-in from NAV 2017 and bring it down to NAV 2016. Then you would have to implement a page that uses the WebPageViewer control and displays the reports. The best way to do ...
Hi Andrea, Curious to know why you wouldn't look at PowerBI solution for analytics & reporting? I am looking at that for all sales and financial reporting so would be interesting to know your views on that. ~Meenakshi ------------------------------ ...
Laura, You actually own a product, called Pop-Up Notes, that will help with your request. Your partner should be able to assist you as it takes about 15 minutes to setup. Best Regards, ------------------------------ Ben Baxter Consultant Accent Software, ...
Cynthia, Thank you so much for responding - we have asked our consultants many times on how to do this and never got a straight answer. We did have a modification done for our shipping comments that are traveling clear to the shipping department but ...
How can you be sure that you really have a policy for inventory planning and demand forecasting? We explained how an organization’s lack of understanding on the basics (how a forecast is created, how safety stock buffers are determined, and how/why ...
We were reviewing our Electronic invoice down loaded from UPS and noted we were being billed $1.05 per hundred prior to incentives for Declared Value Charges. I called UPS to inquire why were being overcharged. They indicated the tariff published ...
For The Love of NAV! Success & the Admin! By Holly T. Kutil 02/14/19 I am grateful for a dear friend and mentor in the NAV space, Cynthia Priebe, it was our first encounter back in 2008 that sparked the flame that ignited into ...
A Successful Admin Is Not An Island! Success & the Admin! By Holly T. Kutil 01/30/19 If you are an ERP Administrator and you find yourself sitting in a corner office or the basement, (depends on how much your boss likes you) ...
My Role as the Gatekeeper Success & the Admin! By Holly T. Kutil 01/16/19 I think it would be ridiculously entertaining to have a business card that read…Holly T. Kutil, Gatekeeper, don't you? At first thought you may ...