Sample Notes
Note Example 1
You can create a standard note and modify it when you apply the note to an order. For example, you have a product under revision. A few of your customers have agreed to try the item's new version. You define a short-text note category, assign it to print at the order line on Pick Slips, and enable it for Enter Orders. Next, you define a standard note that uses this category and that, in the text field, informs your pickers to select the item's new version. Using Oracle Order Entry/Shipping's addition rules, enable the note for orders that include both any trial customer and the item. In the Sales Orders window, use Apply Notes to attach the standard note to relevant orders. When the pick slip is generated, it tells the picker to pick the new version of the item.
Note Example 2
You can create a template note as a starting point for general notes that need to be slightly different for each order or return. For example, you want to track extensive data for returns. You create a template note with prompts for each piece of information. As you enter returns, use the document catalog in the Attachments window to attach your template note. Enter additional information. Note that when you save, Order Entry/Shipping creates a one-time note that contains your newly specified information. The original template note remains unchanged.
If you use particular order types for your returns, then for the same scenario, you can also define rules to apply your template note to returns. When you use Apply Notes from the Special menu, the note will be attached to the return header.
Note Example 3
You can also create a one-time note that provides information specific to an order or line. For example, you need to retain for future reference a customer contract for a particular order. You scan the contract and save it as an image (such as a .jpeg file). When you create the order, attach the scanned contract to the order. After you have closed the order, the order and its attached contract remain in your database.
