Communicate important messages with other SFM users using Posting Info

Using Posting Info in SFM for internal communications

SFM provides a tool that allows you to send pop-up reminders to other users in your system. You can compose Posting Info messages in client/supplier maintenance windows that will appear as pop-up message during sales/purchase transaction posting. These messages are great tools to use to communicate important information with others of your SFM system, especially if users are working remotely.

Two messages (Message 1 and Message 2) can be used for particular transactions. For example, Message 1 could appear when posting invoices, and Message 2 could appear when posting payments.


Setting up posting info messages

 

To choose which message applies for transaction types, go to Current Year > Utilities > Company Maintenance > Sales Details or Purchases Details. Posting info for Sales set up for IN, CN, AD, AC, and DR transaction types. For Purchases, they can be set up for IN, CN, AD, AC, and PC transaction types.

Composing posting info messages for clients

 

Go to Client Maintenance (Sales or Purchases) > Secondary Details to add your posting info message. You can add two messages for each client.

 

 

 


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