Add 'Save as Note" functionality to Activity Logging.

Acceptance Points:

☼ Add a check box on the Add Activity dialog directly below the Note area labeled 'Save as Note'

☼ When the user checks 'Save as Note' and saves the activity, the system will open up the Add Note dialog with the following information filled out:
-- If order numbers and invoice numbers were selected on the activity the same should be selected on the Note
--If no order number was selected on the activity, then the Note will be set to Customer and have the customer selected.
-- The Subject should contain the Activity Type
-- The Memo should contain the following:
---- Activity Type: XXXXXXXXX
---- Activity Date: 99/99/99 *
---- Contact: XXXXXXXXX (if exists on Activity) *
---- Activity Note: XXXXXXXXXXXXXXXXX...

☼ The user can then set the Note Scope, Note Type, and modify any data they want.

☼ If the note is for orders the user can choose to send the note to UniGroup

To see a mock up of the log activity tab with the save as note check box click here: http://tinyurl.com/mxvrkd

Add ability to generate collections letters for a customer.

Acceptance Points:

☼ A button will be added to the Workflow tab that when clicked the Generate Letter dialog is opened.
☼ The Generate Letter dialog will allowallow the user to choose the letter template to use, the customer contact to include, the order numbers and invoice numbers to be referenced.
☼ When generate letter is pressed, Word will be opened to the letter that was generated.
☼ Bookmark data to be added:
---- Include Customer Information, including contact information.
---- Include Orders block that contains the order numbers and shipper name.
---- Include Invoice block that shows all invoices choosen by the user to inluced on the letter. The invoice number, date and invoice amount should be displayed.
---- Include the system user information for the collector assigned to the customer.

To see a mock up of the Letter Generation dialog click here: http://tinyurl.com/ksre97

Acceptance Points:

☼ Change the name from Dynamics GP Order Inquiry to Dynamics GP Inquiry

☼ Add a Query section to the screen that allows the user to indicate what is to be queried.

☼ Allow the user to search by customer(s) or by order number but not both.

☼ Add a customer dropdown allowing the user to select multiple customers.

☼ Allow the user to choose to include Work, Open and/or History

☼ When searching by customer the include should default to Work and Open selected.

☼ When searching by order number disable the Work, Open and History selections. Search by order includes all.

☼ Modify the way orders are matched. Currently an exact match is expected. Provide 'like' functionality that utilizes the wildcard values.

☼ Provide Help (question mark right of order number) for the user explaining the user of the wild cards.

☼ Multiple orders can now be returned; If more than 50 orders are to be returned, stop the query and tell the user that 'More than 50 orders were matched. Please refine your search.'

Click on the following link to see a mock up of the screen: http://tinyurl.com/mqawnt

Add ability to Tag customers with multiple Tags and view related AR and information for all customers associated to that Tag.

Acceptance Points:

☼ Multiple tags can be associated to a customer.
☼ A tag can be associated to multiple customers.

To see a mock up of the Edit Customer dialog click here: http://tinyurl.com/mozkto

☼ When viewing a single customer the user should be able to see what tags that customer is associated to.

To see a mock up of the Collections Workflow tab with Tags click here: http://tinyurl.com/lqpslg

☼ The user will have an option to change the view to include AR data associated to the other customers associated to the Tag.
---- The user will do this by right clicking on the Tag in the Tag grid and choosing "View Associated AR Information"
☼ The base customer information and related information will remain for the currently selected customer.
☼ The TAG marked with the View option will be highlighted in Yellow so the user knows that additional customers AR information is included in the view.
☼ The AR Aging graph\aging bucket information will include the data for all customers associated to the TAG
☼ The AR Detail tab will include all open AR for all customers associated to the TAG
☼ The Activity Tab will include activity for all customers associated to the TAG
☼ The Notes Tab will contain customer notes for all customers associated to the TAG and all orders included in the AR Detail tab.