AR Customer Orders: Difference between revisions

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'''Header'''
'''Header'''


* Invoice number
* Order number
* AR Customer name
* AR Customer name
* AR Customer code
* AR Customer code
* Email Address


'''Tab layout'''
'''Tab layout'''
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* Summary (1) - Basic information and Line items (7)
* Summary (1) - Basic information and Line items (7)
* Details (2) - More senstive invoice data
* Details (2) - More senstive invoice data
* UDFs (tab shows if present)
* Touchpoints (3) - Emails and logged calls
* Touchpoints (3) - Emails and logged calls
* Payments (4) - any payments against the invoice
'''Links'''
'''Links'''


* AR customer (5)
* AR customer (5)
* AR Customer Order (6) - If there is one
'''Line Items'''
 
The View button (A) opens a dialog showing the current status of that Item record including Quantities if available

Latest revision as of 13:35, 8 March 2025


Header

  • Order number
  • AR Customer name
  • AR Customer code

Tab layout

  • Summary (1) - Basic information and Line items (7)
  • Details (2) - More senstive invoice data
  • UDFs (tab shows if present)
  • Touchpoints (3) - Emails and logged calls

Links

  • AR customer (5)

Line Items

The View button (A) opens a dialog showing the current status of that Item record including Quantities if available