Newsletter: May 2020

Acumatica tips and tricks:
How to attach a Pop-Up note to a Record

You can attach pop-up notes to a record (that is an entity or a document created on a data entry form). A pop-up message with a note about a customer, a vendor, or an inventory item will be then displayed to users when they select the entity while creating documents in the system. For example, you can add important information for your colleagues who work with this record.
The following entities support pop-up notes:

• Customer accounts by using the Customers (AR303000) form.
• Vendor accounts by using the Vendors (AP303000) form.
• Inventory items by using the Stock Items (IN202500) and Non-Stock Items (IN202000).

In order to attach a note to a Record:

1. Open the form, and then select the record you want to attach a note to.
2. On the form title bar, click Notes.
3. In the Enter Record Note dialog box, select Add Pop-Up Note check box. The system displays the Pop-Up Note box.
4. In the Pop-Up Note box, type the text of the pop-up note.
5. Click OK.

When you create a document in the system with a record to which a pop-up note has been added earlier, the system will display the note as a pop-up window.

You can view pop-up notes added for customer accounts and inventory items when you create documents on the following forms:

• Invoices and Memos (AR301000)
• Cash Sales (AR304000)
• Sales Orders (SO301000)
• Invoices (SO303000)
• Service Orders (FS300100)
• Appointments (FS300200)

Pop-up notes added for vendor accounts will be displayed when you create documents on the following forms:

• Bills and Adjustments (AP301000)
• Purchase Orders (PO301000)
• Purchase Receipts (PO302000)