Is there functionality in Acumatica that allows a user to add notes to a certain type of sales order (like RR) that would trigger a pop-up message with indications when creating a shipment?
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Hello
Acumatica has provided instructions in Acumatica Communit, How to enable Pop-Up Notes in Acumatica forms. Can you see this post?
Hope this helps you.
Laura
Thank you, Irina.
But I think I should have been more specific on the question though. The note that I’m looking for is based more on the type of order rather than the order itself. Like a reminder, check list like, that will remind the shipping personnel to send paperwork on every RR type order.
Hi
Hello
To add a pop-up to remind employees of the workflow requirements for a given order type will also require customization. There is no standard feature for the kind of pop-up note you have described.
Laura
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