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Sage BusinessWorks Ideas Portal
Status We're Taking A Look At This
Created by Krys Bevan
Created on Oct 30, 2024

Open Credit pop ups when entering Sales Order.

Currently the only time an open credit reminder pops up is after the sales order is converted to invoice and only if you click on the summary tab. Getting my employees to click on the "Customer?" to look for open credits seems to be impossible for me. It would be very convenient if we could see a pop up reminder in sales orders even if it's just in the summary tab.

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