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Follow Up Date

The new Follow Up Date provides a way for sales associates to know when to follow up with the customer.

Setup​

System Maintenance​

To enable the Follow Up Date on the Invoice Header, the user needs to select the option on the Invoice Type Settings 4 tab.

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Existing Tables and Fields​

TableFieldsDescriptionNote
InvTypeCustomerServiceTicketBooleanIn the UI, this field has been renamed to Enable Follow Up Date.
InvTypeDefaultFollowUpDaysBoolean

Invoice Header​

The default Follow Up Days is calculated on the current date.

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Keep in mind that when both TTR Tax and Follow Up Date are enabled, the user will not see the Follow Up Date on the Invoice tab; instead, they will only see the Follow Up Date on the Service tab.

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The reason for this is because the TTR Pickup Branch already occupies the same location on the Invoice tab.

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Whether TTR taxes are enabled or not, the Follow Up Date will also appear on the Service tab.

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