Defining Note Categories
You must define at least one note category to use notes in Oracle Order Entry/Shipping. Notes can print automatically on the Bill of Lading, Commercial Invoice, Pack Slip, Pick Slip, and Sales Order Acknowledgement shipping documents, depending on the note categories you define.
Prerequisites
To define note categories:
1. Navigate to the Note Categories window.
2. Enter a Category name.
3. Select a Default Datatype.
Though your choice can be overridden later when you create notes, providing a default here speeds note definition.
4. Optionally enter an effective date range.
5. Choose the Reports button.
The Note Usages window appears.
6. Select the Report that you want to associate with the category.
You can associate as many reports as you need with a single category. If you customize your own reports to include notes, you can specify your own as well as Oracle Order Entry/Shipping's default reports in this field. Only text notes can print on reports.
The Format value determines where notes in this category will appear on the report. You can add your own formats to the predefined ones via the Order Entry QuickCodes window. Standard reports support only the three pre-seeded formats (body, footer, header).
Attention: In standard reports, order-level notes print only at the header and footer levels; line-level notes print only in the report body.
8. Save your work, close the Note Usages window, and choose the Assignments button in the Note Categories window.
The Category Assignments window appears.
9. Select Form in the Type field and Enter Orders in the Name field.
Once assigned, notes in this category are subsequently available in all non-modal windows associated with the Sales Orders, Returns, View Orders, and the Orders Workbench windows.
You can disable this choice later by unchecking the Enabled check box.
See Also
Defining Notes in Advance
Attachments Window
Define your note usage formats. See: Defining Order Entry/Shipping QuickCodes.