Cms2OE CollectionComments&Notes Cougar Mtn Professional Version V2009.

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Presentation transcript:

cms2OE CollectionComments&Notes Cougar Mtn Professional Version V2009

cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process When entering an invoice/work order/quote and the customer has a collection status set, a warning is given on the screen that the customer is in collection. This requires that the customer number be looked up, the view option be selected to see what the collection notes are. This modification automatically pops up the collection comments fields and the notes box, to speed the order entry process

cms2OE CollectionComments & Notes Start Speeding on Your Order Entry Process

How Can I Get the CMStotheMax tm Products? You can get cms 2 OE_CollectionComments&Notes tm from your local Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax

How Can I Get the CMStotheMax tm Products? The ability to change the data in the collection comments or the notes is OK if you want to include this but I assumed that this would be display only Please color the boxes from the gray toupe to maroon so they will pop when displayed

Other CMStotheMax Products cms 2 EM tm cms 2 AutoArchiver tm cms 2 EX Excel tm cms 2 AR UDF+ tm cms 2 AR AutoCreditHold tm cms 2 OE ShippingWgt-Cube tm cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 PR MaxPak ’ s tm cms 2 PR CertifiedPR-Forms tm cms 2 PR QckChg tm cms 2 PR mini-ContactMgr tm