Name of Feature/Request: Alert for Customers does not have any credit terms or is due on receipt.
What financial, time savings, or quality of life improvements will occur from this: Alert for Customers Without Payment Terms and Open Invoices When Creating Transactions | Frequency: During operations | It alerts users that payment terms are missing, helping avoid accidental transactions without payment expectations.
Gives the team the information they need to pause or address missing terms before proceeding with sales or invoicing.
Attempted Solutions So Far: Create a report in the Report Builder using the Customer Dataset
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I hope you are having a fabulous week!
I am wondering if it would be possible to have an alert pop up similar to the one below:
The end goal is to alert us that the customer does not have any credit terms or is due on receipt. Bonus points if we can have an alert pop up that they have past due invoices that need attention.
Thank you so much for your help with this | Previously accomplished: Create a report in the Report Builder using the Customer Dataset. The customer data originates from the Adagio system
StrivenID: 5431560