Sage 100

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  • 1.  Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 10:01
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    Somebody give me a brain please, not a brain freeze ----- User want to see the customer memo's when entering SO's. When I enter a SO, the memo's display for me. Not so for him. I check the memo maintenance in both AR and SO. They are set to display for his assigned role. I don't see any role settings that apply but it would be the first that Sage mislabels something. Where the heck is the switch hidden?????


  • 2.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 11:05
    If you go into Memo Manager, pick customer memo, then his role, and change something in the screen and save, does it work then?


  • 3.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 11:55
    Be sure to hold your left foot off the ground while doing this.


  • 4.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 11:55
    Nope! I tried that initally as it has worked for me in the past. I am hoping there is a role check box with a different name that controls how they pop up.


  • 5.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 12:17
    Where exactly are you verifying the memo settings?


  • 6.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 12:31
    Memo Manager Maintenance in either SO, AR or Common


  • 7.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 13:07
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    Memo Manager sets the defaults. Each memo can have overrides, though, which is what you may be experiencing. Go to memo maintenance within the customer record to see the options.


  • 8.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-16-2010 13:11
    Create a test user with his role and see if memo's display.


  • 9.  RE: Somebody give me a brain please, not a brain freez

    Posted 11-17-2010 07:16
    I usually set up a test user named DUMMY for this exact type of testing. Dummy fails to display the memo's also. Bill, user doesn't see any memos. I think I will set up a new role and see how that works.