Jared Schafer Functional Consultant

Currently, the Customer advanced notes setup and Vendor advanced notes setup areas only support manual entry. Customers with large volumes of note setup for item/customer combinations have no way to import the notes in from a legacy system, or to create new en masse. Furthermore, there is no ability to personalize the grid to bring in the note text area such that users can copy and paste the data after staging it in excel. There should be some way to not make this a laborious manual process.

Currently users are able to add notes at the customer level, and in conjunction with the "Copy notes when transferring to sales order" Accounts receivable parameter, have those notes flow automatically to the sales order. However, if notes are added for an address setup for a customer, those notes do not flow to the sales order. Many customers can have multiple locations as "ship to" locations that have different requirements, so a single note at the customer level would not suffice. Without an improvement in this area, users would need to access the customer account, then go to the address setup to see the note added there, and then manually copy to the order (leading to mistakes and missed notes)