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SOP Notes on Open Orders - Is there a SmartList for this?

  • 1.  SOP Notes on Open Orders - Is there a SmartList for this?

    Posted 15 days ago
      |   view attached
    Hello,
    We would like to easily see all the notes on our open orders without having to open each order and drill down to the note attached. Is there a SmartList for this?

    Thanks,
    Pam Williams
    Smith Engineering Inc

    ------------------------------
    PAM WILLIAMS
    Sr Accounting Assc & Marketing Manager
    Smith Engineering
    Chaska MN
    ------------------------------


  • 2.  RE: SOP Notes on Open Orders - Is there a SmartList for this?

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hello Pam,

    There's a need to create a custom SmartList (i.e. modify "Sales Transactions" and link SY03900 / Record Notes Master).


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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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  • 3.  RE: SOP Notes on Open Orders - Is there a SmartList for this?

    Posted 15 days ago
    Thank you

    ------------------------------
    PAM WILLIAMS
    Sr Accounting Assc & Marketing Manager
    Smith Engineering
    Chaska MN
    ------------------------------



  • 4.  RE: SOP Notes on Open Orders - Is there a SmartList for this?

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi @PAM WILLIAMS,

    Before you try and link tables you might want to look at the GPUG discussion post in the link below.  There are some built in options to change how the Note Index field is displayed (i.e. display notes) with SmartList Builder.  The discussion includes screenshots of how to make the change on the display option for notes.

    https://www.gpug.com/communities/community-home/digestviewer/viewthread?MessageKey=1ed748be-44e4-473d-8c67-db6d15355a9b&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e&tab=digestviewer ​

    Thanks,

    Samantha

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    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
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  • 5.  RE: SOP Notes on Open Orders - Is there a SmartList for this?

    GPUG ALL STAR
    Posted 9 days ago
    Keep in mind that there are notes for the SOP document itself, and also notes at the line-item level.
    Leslie

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    Leslie Vail
    Accounting Systems Consulting, Inc.
    DALLAS TX
    leslievail@earthlink.net 972-814-8550
    ------------------------------



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