Applying Notes
After you define notes, note categories, and their assignments, you can apply rule-based notes quickly using the Apply Notes Special menu option. Alternatively, you can attach existing notes or create new notes for your order, return, or lines using the Attachments (paperclip) button.
Prerequisites
To apply a pre-defined note to an order or return:
1. Navigate to the Sales Orders or Returns window.
2. Enter or query an order or return.
3. Choose Apply Notes from the Special menu.
This automatically attaches any notes whose rule criteria match information on your order, return, or line. These rules can be based on customer, bill-to customer, item, order type, purchase order, and ship-to customer.
To view or modify notes attached to an order or return:
- In the Sales Orders or Returns window, choose the Attachments (paperclip) button on the toolbar.
See Also
Attachments Window
Defining Notes in Advance
Overview of Sales Orders
Overview of Returns
Define your note usage formats. See: Defining Order Entry/Shipping QuickCodes.