Chapter 13: Working with Default Messages (WMSG)

Chapter 13: 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 order 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 chapter:

• Work with Default Messages Screen

• Create Default Message Screen

• Change Default Message Screen

• Select Default Message Text Screen

For more information:

• Adding Order Messages

• Work with Order Line Screen (Changing/Adding an Item)

• Work with Order Line Messages Screen

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 any menu or select Work with Default Messages from a menu.

CSR1432 DISPLAY Work with Default Messages 9/05/06 10:55:43

KAB Co

Msg Msg Prt

Opt Typ Cd Default Text Cd

Type options, press Enter.

2=Change 4=Delete

OL BW Best Wishes! P

OL CG Congratulations! P

OL DS With deepest sympathy. P

OL HB Happy Birthday! P

OM BW Best Wishes! G

OM CG Congratulations! G

OM DS With Deepest Sympathy. G

OM F6 Receive 5% off your next order by entering discount code F06 P

OM HB Happy Birthday! G

F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field	Description
Msg typ (Message type)	A code that indicates whether the default message text is used for order level messages or order line level messages. Valid values: OM = The default message text can be used for order messages. OL = The default message text can be used for order line messages. Enter a full or partial message type code to display default messages in alphanumeric sequence, starting with your entry. Alphanumeric, 2 positions; optional.
Msg cd (Message code)	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 OM (order message) and an OL (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. Enter a full or partial message code to display default messages in alphanumeric sequence, starting with your entry. Alphanumeric, 2 positions; optional.
Default text	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! Enter text in this field to display default messages that contain the text your entered. Alphanumeric, 60 positions; optional.
Prt cd (Print code)	A code that indicates where, if at all, the message displays. Valid values for OM (order level message) message type: B = Print on both invoice and pick slip. C = Print on refund check only. G = Gift message. I = Print on invoice only. N or blank = Do not print. P = Print on pick slip only. R = Print in detachable area of refund check not visible to the customer. U = Print on a document defined by the user, such as a custom pick slip. Valid values for OL (order line level) message type: blank = Do not print the message. B = Print the message on the pick slip and invoice. I = Print the message on the invoice. P = Print the message on the pick slip. Enter a valid print code to display default messages that match your entry. Alphanumeric, 1 position; optional.

Screen Option	Procedure
Create a default message	Press F6 to advance to the Create Default Message Screen.
Change a default message	Enter 2 next to a default message to advance to the Change Default Message Screen.
Delete a default message	Enter 4 next to a default message to delete it.

Create Default Message Screen

Purpose: Use this screen to create a default message.

How to display this screen: Press F6 at the Work with Default Messages Screen.

CSR1433 ENTER Create Default Message 9/05/06 11:25:48

KAB Co

Message Type .

Message Code .

Default Text .

Print Code . .

F3=Exit F12=Cancel

Field	Description
Message type	A code that indicates whether the default message text is used for order level messages or order line level messages. Valid values: OM = The default message text is used for order messages. OL = The default message text is used for order line messages. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Message code	A unique code used to identify the default message. Note: The message code must be unique within the message type; however, the same message code can be used for an OM (order message) and OL (order line message) message type. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Default text	The text you wish to automatically default to the message line when the default message is selected. Alphanumeric, 60 positions; required.
Print code	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 OM (order message) message type: B = Print on both invoice and pick slip. C = Print on refund check only. G = Gift message. I = Print on invoice only. N or blank = Do not print. P = Print on pick slip only. R = Print in detachable area of refund check not visible to the customer. U = Print on a document defined by the user, such as a custom pick slip. Valid values for OL (order line message) message type: blank = Do not print the message. B = Print the message on the pick slip and invoice. I = Print the message on the invoice. P = Print the message on the pick slip. An error message similar to the following displays if you enter a print code that is not valid for the message type: Print Codes (Blank,B,I,P) are allowed for Type OL. Alphanumeric, 1 position; optional.

Change Default Message Screen

To change: Enter 2 next to a default message at the Work with Default Messages Screen to advance to the Change Default Message screen. At this screen, you can change the Default text and Print code fields. See Create Default Message Screen for field descriptions.

You cannot change the Message type or Message code fields; instead, you must delete the default message and create a new one.

Select Default Message Text Screen

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: Press F4 on one of the following screens:

• Work with Order Line Messages Screen (Order Inquiry) Note: When you advance to this screen from the Work with Order Line Messages Screen, only default messages identified as Message type OL (order line message) display on this screen.

• Work with Order Line Screen (Changing/Adding an Item) Note: When you advance to this screen from the Work with Order Line Screen, only default messages identified as Message type OL (order line message) display on this screen.

• Work with Order Messages Screen Note: When you advance to this screen from the Work with Order Messages Screen, only default messages identified as Message type OM (order message) display on this screen.

• Work with Override Messages - Add Mode (Creating a Ship To Customer Order Message) Note: When you advance to this screen from the Work with Order Messages Screen, only default messages identified as Message type OM (order message) display on this screen.

OER1477 SELECT Select Default Message Text 9/05/06 13:42:46

Opt Code Default Text Prt Cd

1=Select

BW Best Wishes! P

CG Congratulations! P

DS With deepest sympathy. P

HB Happy Birthday! P

KB Order Line Default Message, Print code B B

F3=Exit F6=Create

Field	Description
Code (Message code)	A code used to identify a default message. Default message codes are defined in and validated against the Default Message file. Enter a full or partial message code to display default messages in alphanumeric sequence, starting with your entry. Alphanumeric, 2 positions; optional.
Default text	The message text to default to the Message field on one of the following screens: • Work with Order Line Messages Screen (Order Inquiry) • Work with Order Line Screen (Changing/Adding an Item) • 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.
Prt cd (Print code)	A code that indicates where, if at all, the message displays. Valid values for order messages: B = Print on both invoice and pick slip. C = Print on refund check only. G = Gift message. I = Print on invoice only. N or blank = Do not print. P = Print on pick slip only. R = Print in detachable area of refund check not visible to the customer. U = Print on a document defined by the user, such as a custom pick slip. Valid values for order line messages: blank = Do not print the message. B = Print the message on the pick slip and invoice. I = Print the message on the invoice. P = Print the message on the pick slip. Enter a valid print code to display default messages that match your entry. Alphanumeric, 1 position; optional.