A/R Credit Status displayed in Notes
For Sage 300
Empower your Accounts Receivable (A/R) management with the enhanced visibility provided by Orchid Notes Accounts Receivable. This feature seamlessly integrates credit status details directly into Orchid Notes, offering comprehensive insights into customer credit information.
Displays credit details for a given customer within an Orchid (Information Manager) Note.
- Includes the ability to drill down to O/E Pending orders, if using O/E.
- Users can configure on which Sage 300 screens they want to see the credit status details, e.g. when entering transactions in Order Entry or Accounts Receivable.
Additional Requirements
Requires Orchid (Information Manager) Notes to be installed and configured.
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Extended Notes
Extender generates dynamic content and uses Orchid Notes, part of Orchid’s Information Manager suite, to display the result on Sage 300 screens. (Requires Notes to be installed and configured.)