Forum Discussion

Magneto's avatar
Magneto
5 years ago

How to change default comment and ship via fields

The Comments and Ship Via fields can be added here...   Lists>>Sales & Purchases Information>>Comments options Lists>>Sales & Purchases Information>>Shipping Methods   But how do you change the ...
default comment
Sales
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi Magneto 

     

    The default field values such as ship via and sales comment will be pulled from the selected customer's card - Card File>>Card List>>Select the desired card and Selling Details tab. 

    We are aware that the system will uptake the last recorded value if they don't have a listed value on their card. For example, if Customer A is used on an invoice with the comment ABC and the next invoice Customer B is selected the comment ABC will still be shown. The workaround to this it to generate a sales comment that is a period/full stop " . " and then use that for as the sales comment on cards that don't require a comment. This way, with that customer B example, if they didn't have the comment it will update it to be . rather than the Customer A's comment.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Magneto 

 

The default field values such as ship via and sales comment will be pulled from the selected customer's card - Card File>>Card List>>Select the desired card and Selling Details tab. 

We are aware that the system will uptake the last recorded value if they don't have a listed value on their card. For example, if Customer A is used on an invoice with the comment ABC and the next invoice Customer B is selected the comment ABC will still be shown. The workaround to this it to generate a sales comment that is a period/full stop " . " and then use that for as the sales comment on cards that don't require a comment. This way, with that customer B example, if they didn't have the comment it will update it to be . rather than the Customer A's comment.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.