Skip to main content
Question

Pop-up note/reminder when creating shipments

  • August 1, 2024
  • 5 replies
  • 121 views

Forum|alt.badge.img

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?

5 replies

Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • August 1, 2024

Hello @ldjmarcog ,

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


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • August 1, 2024

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.


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • September 9, 2024

Hi @ldjmarcog were you able to find a solution? Thank you!


Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • September 9, 2024

Hello @ldjmarcog ,

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


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • September 10, 2024

@Chris Hackett aside from what Laura02 has mentioned, no.  We are trying to stay away from customizations and looking for other solutions.