How to show customer comments when introducing an order

RamonchuRamonchu Member Posts: 31
Hello.
In NAV2016 we have comment lines and notes, but is there any standard configuration to show/alert about comments when you introduce an order or check anything?
For example, I add a comment to a customer card about to check something always we sell to him. I would like to have an alert when I create a new order for that customer, to avoid forgetting the comments. Is that possible or I have to add a message window or a fatbox for example?

Thanks!

Answers

  • Wisa123Wisa123 Member Posts: 308
    Well, if you are on 2016 you should look into using the new Workflows to help you out with approval.

    Apart from that, AFAIK there is no functionality in NAV Standard that does what you describe. Notes are for information purposes only, they will never restrict somebody from doing something.

    Shouldn't be that hard to implement though.
    Austrian NAV/BC Dev
  • RamonchuRamonchu Member Posts: 31
    Thanks.
    I don't want to restrict, only inform. If you add comments to customers but later you have to remember always to check comments when you introduce an order, I don't understand the sense of comments. You can forget to do it if you have a lot of work.
    In other ERPs usually if you add some notes/comments to a customer it is supposed the software will show some information when you create orders, quotes, etc.
    I can add a message window if Comments variable is tru, that's easy, but I wanted to know if in the starndard NAV there is a way to configure that.

  • mohana_cse06mohana_cse06 Member Posts: 5,504
    there is not standard way.
    you need to check while validating customer and show a message.
    or you can add a factbox and show the comments there.
  • ara3nara3n Member Posts: 9,256
    I suggest to create a page as a factbox that will show the customer notes on the right side of the Order Page.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • Ara3n , can you elaborate a little more
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