DBD: Customer Message Setup

Messages are internal notes about this customer. These internal messages are not seen outside of the system and do not print on any documents.

  • Each message appears as a pop-up window in that module when the Customer is selected.
  • Each message allows for 3 lines of text, with a 60-character limit per line.

  1. Invoice Entry: Appears at the beginning of A/R Invoicing.
  2. Order Entry: Appears during Order Processing (shown in the example below).
  3. Cash Receipts Entry: Appears when Receiving payments.
  4. A/R Inquiry: Appears when viewing A/R Customers.

  5. RFQ Entry: Appears at the beginning of Request for Quote Processing.

Best Practice – Use messages to remind staff of specific Customer requirements.

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