Working with Default Messages (WMSG)
Default messages are standard order or gift messages that you enter on orders on a regular basis. Instead of requiring users to retype a standard message on each eligible order, you can have the user select the message from a list of standard messages to default to the order, allowing you to avoid typographical errors that can occur when the message is manually added to the order. You can create default messages for order level messages and line level messages. When a user selects a default message to add to an order, the message text defined for the default message defaults to the Message field and the print code defined for the default message defaults to the Print field; however, the user can still override the default message text and the print code or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Alex and Beth.
Default message examples: An example of the type of messages you may wish to default are listed below.
• Happy Birthday
• Happy Anniversary
• Congratulations
• Merry Christmas
• Happy Holidays
• Season’s Greetings
• Best Wishes
• Thinking of You,
• With Deepest Sympathy,
• Use discount code PR5 to receive 5% off your next order.
In this topic:
• Work with Default Messages Screen
• Select Default Message Screen
For more information:
• Work with Order Line Messages Screen (in Order Entry/Maintenance)
• Item Availability Screen (in Order Inquiry)
Work with Default Messages Screen
Use the Work with Default Messages screen to review default messages. From this screen, you can also create, change, or delete a default message.
Default messages display on this screen in message type, message code sequence.
How to display this screen: Enter WMSG in the Fast path field at the top of a menu or select Work with Default Messages from a menu.
Column sort: You can sort on any column on this screen by clicking on the column name. An arrow pointing up displays next to the field to indicate the values for the field display in ascending sequence; an arrow pointing down displays next to the field to indicate the values for the field display in descending sequence.
Default messages initially display on this screen alphanumerically by message type, message code sequence.
Add and Search mode: When you first advance to this screen, the screen displays in Add mode. You can use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode.
• Add mode allows you to create a new default message record. You can use the enterable fields at the top of the screen to create a new record and select Add in the Action column to add the record to the bottom half of the screen.
• Search mode allows you to search for an existing default message record. You can use the enterable fields at the top of the screen to enter search criteria and select Search in the Action column to position the records in the bottom half of the screen to your search criteria.
Field |
Description |
A code that indicates whether the default message text is used for order level messages or order line level messages. Valid values: • Order Message = The default message text is used for order messages. • Order Line Message = The default message text is used for order line messages. Search mode: Select a message type to display default messages that match your entry. Alphanumeric. Add mode: Required. Search mode: Optional. |
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A unique code used to identify the default message. Note: The message code must be unique within the message type; however, you can use the same message code for an Order Message and an Order Line Message message type. For example, you may wish to define a default message of Happy Birthday at the order message level and at the order line message level. Search mode: Select a Message Type and enter a full or partial message code to display default messages in alphanumeric sequence within message type, starting with your entry. Alphanumeric, 2 positions. Add mode: Required. Search mode: Optional. |
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The text you wish to automatically default to the message line when a user selects this default message. The system defaults the message text to the message line; however, the user can override the default message text or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Search mode: Enter text in this field to display default messages that contain the text you entered. Alphanumeric, 60 positions. Add mode: Required. Search mode: Optional. |
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A code that indicates where, if at all, the message displays. The print code you define defaults to the Print field on the Work with Order Messages Screen or Work with Order Line Messages Screen. Valid values for Order Message: • Both = Print on both the pick slip and invoice. • Ref Chk Cust = Print on refund check only. • Gift Message = Gift message on pick slip. • Invoices = Print on invoice only. • Nowhere = Do not print. • Picks = Print on pick slip only. • Quotes = Print on the Quote Form. • Ref Chk Int = Print in detachable area of refund check not visible to the customer. • User Defined = Print on a document defined by the user, such as a custom pick slip. Valid values for Order Line Message: • Nowhere = Do not print. • Both = Print on both the pick slip and invoice. • Invoices = Print on invoice only. • Picks = Print on pick slip only. Search mode: Select a Message Type and enter a valid print code to display default messages that match your entry. Alphanumeric. Add mode: Required. Search mode: Optional. |
Screen Option |
Procedure |
Create a default message. |
Verify that the Action button is Add. Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. 1. Select a Message Type. 2. Enter a Message Code. 3. Enter a Default Message. 4. Enter a Print Code. 5. Select Add. The system validates your entries and displays an error message if a value you entered is invalid. Correct any errors and select Add again. 6. The system displays the default message you just created in the bottom half of the screen. |
Change a default message. |
In the Action field, select Change for a default message to advance to the Edit Default Message Window. |
Delete a default message. |
In the Action field, select Delete for a default message to advance to the Confirm Delete window. Select OK to confirm the delete or select Cancel to cancel the delete. |
Search for a default message |
Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. You can search for a default message using the Message Type, Message Code, Default Message, and Print Code fields. In order to search using the Message Code or Print Code field, you must also specify a Message Type. If you enter a value in more than one field, the default message must meet all of the criteria you define. Enter your search criteria and select Search to perform the search. |
Clear the information defined in the enterable fields at the top of the screen |
Select Reset. The system clears the information defined in the enterable fields at the top of the screen and displays all default message records. |
Hide the left-hand option bar |
Select Hide to minimize the left-hand option bar. Click the + sign to re-display the left-hand option bar. |
Purpose: Use this window to change a default message record.
How to display this screen: Select Change for a default message at the Work with Default Messages Screen.
Field |
Description |
Default Message |
The text you wish to automatically default to the message line when a user selects this default message. The system defaults the message text to the message line; however, the user can override the default message text or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Alphanumeric, 60 positions; required. |
Print Code |
A code that indicates where, if at all, the message displays. Valid values for Order Message: • Both = Print on both the pick slip and invoice. • Ref Chk Cust = Print on refund check only. • Gift Message = Gift message on pick slip. • Invoices = Print on invoice only. • Nowhere = Do not print. • Picks = Print on pick slip only. • Quotes = Print on the Quote Form. • Ref Chk Int = Print in detachable area of refund check not visible to the customer. • User Defined = Print on a document defined by the user, such as a custom pick slip. Valid values for Order Line Message: • Nowhere = Do not print. • Both = Print on both the pick slip and invoice. • Invoices = Print on invoice only. • Picks = Print on pick slip only. Alphanumeric, required. |
Purpose: Use this screen to review and select a standard message that you wish to default to an order. When you select a default message to add to an order, the message text defined for the default message defaults to the Message field and the print code defined for the default message defaults to the Print field; however, you can still override the default message text and the print code or add to the default message text. For example, if a user selects to default Happy Birthday, the user may wish to modify the message line to read Happy Birthday, Mom! Love, Alex and Beth.
How to display this screen: Select the prompt arrow for the Messages field on one of the following screens:
• Item Availability Screen (Order Inquiry) Note: Only default messages identified as Message type Order Line Message display on this screen.
• Work with Order Line Messages Screen (Order Entry/Maintenance) Note: Only default messages identified as Message type Order Line Message display on this screen.
• Work with Order Messages Screen Note: Only default messages identified as Message type Order Message display on this screen.
• Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) Note: Only default messages identified as Message type Order Message display on this screen.
Field |
Description |
A code used to identify a default message. Default message codes are defined in and validated against the Default Message table. Enter a full or partial message code to display default messages in alphanumeric sequence, starting with your entry. Alphanumeric, 2 positions; optional. |
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The message text to default to the Message field on one of the following screens: • Item Availability Screen (in Order Inquiry) • Work with Order Line Messages Screen (in Order Entry/Maintenance) • Work with Order Messages Screen • Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) Once you default the message text, you can still modify the message line. Enter text in this field to display default messages in alphanumeric sequence that contain your entry. Alphanumeric, 60 positions; optional. |
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The code that indicates where, if at all, the message displays. Valid values for Order Message: • Both = Print on both the pick slip and invoice. • Check Cust = Print on refund check only. • Gift Msg = Gift message on pick slip. • Invoices = Print on invoice only. • Nowhere = Do not print. • Picks = Print on pick slip only. • Quotes = Print on the Quote Form. • Check Int = Print in detachable area of refund check not visible to the customer. • User = Print on a document defined by the user, such as a custom pick slip. Valid values for Order Line Message: • Nowhere = Do not print. • Both = Print on both the pick slip and invoice. • Invoices = Print on invoice only. • Picks = Print on pick slip only. Alphanumeric; optional. |
Screen Option |
Procedure |
Select a default message |
Select the Code (Message code) field to default the associated Message (Default text) and Print Code to the Messages and Print field on the following screens: • Work with Order Line Messages Screen • Work with Order Messages Screen • Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) |
