Chapter 24: Working with Customer Note Types (WNTY)

Purpose: Use this menu option to set up types of customer notes and the special actions or defaults associated with each. You can review or enter customer notes at the Edit Customer Notes Screen, available through Work with Customers or through order entry, order maintenance or order inquiry.

The features you can assign to a note type include:

• Automatic display in order entry: a pop-up window displays when you select the customer in order entry, or when you maintain the customer's order in order maintenance.

• Default text: this text will default into the Note field when you select the note type for a customer. You can override the default if desired.

Note: The pop-up window displays only when you select the customer as the Sold-to customer on an order, not when the customer is a shipment recipient only (by pressing F2 or F19).

How might you use note types? You might use a note type to alert operators to a customer whose payment history may be fraudulent, or any other information about the customer that warrants special attention, such as purchase habits. You can also use the default text feature to save keystrokes when entering "boilerplate" notes for a customer, or to group customers for reporting purposes.

In this chapter:

• Work with Customer Note Type Screen

• Create Customer Note Type Screen

• Change Customer Note Type Screen

• Display Customer Note Type Screen

For more information:

• customer notes: Chapter 144: Displaying More Options

• how customer note information displays in a pop-up window in order maintenance: Chapter 63: Selecting an Order for Maintenance

• how customer note information displays in a pop-up window when you select a customer in order entry: Order Entry Chapter 3: Selecting Customers

Work with Customer Note Type Screen

How to display this screen: Enter WNTY in the Fast path field at the top of any menu or select Work with Customer Note Types from a menu.

OER1000 DISPLAY Work with Customer Note Type 12/08/97 8:18:18 EZK Mail Order Opt Typ Description Type options, press Enter. 2=Change 4=Delete 5=Display A TYPE A: POSSIBLE FRAUD F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company

Field	Description
Typ (Type)	The code representing the type of customer note. Alphanumeric, 1 position; optional.
Description	A description of the type code. Alphanumeric, 30 positions; display-only.

Screen Option	Procedure
Create a note type	Press F6 to advance to the Create Customer Note Type Screen.
Change a note type	Enter 2 next to a note type to advance to the Change Customer Note Type Screen.
Delete a note type	Enter 4 next to a note type to delete it.
Display a note type	Enter 5 next to a note type to advance to the Display Customer Note Type Screen.

Create Customer Note Type Screen

Purpose: Use this screen to create a note type.

How to display this screen: Press F6 at the Work with Customer Note Type Screen.

OER1003 ENTER Create Customer Note Type 12/08/97 8:36:41 EZK Mail Order Type . . . . . . . . Description . . . . . Default Message . . . O/E Message . . . . . N (Y/N) F3=Exit F12=Cancel

Field	Description
Type	A code representing the type of customer note. Alphanumeric, 1 positions. Create screen: required. Change screen: display-only.
Description	A description of the type code. Alphanumeric, 30 positions; required.
Default message	The text that should default into the customer note field when you add a note of this type at the Edit Customer Notes Screen. This text defaults only if you do not enter any other text into the note field, and you can override or delete defaulted text. You can use the default message text to save keystrokes when entering notes. Alphanumeric, 50 positions; optional.
O/E message	This field indicates whether the note should display automatically when you select the customer in order entry. The note will also display when you select one of the customer's order for order maintenance. Valid values are: Y = Display the note in order entry and order maintenance. N (default) = Do not display the note in order entry and order maintenance. Alphanumeric, 1 position; required.

Change Customer Note Type Screen

To change: Enter 2 next to a customer note type at the Work with Customer Note Type Screen to advance to the Change Customer Note Type screen. At this screen, you can change any field but the note type code.

For a description of the fields on this screen, see Create Customer Note Type Screen.

Display Customer Note Type Screen

To display: Enter 5 next to a customer note type at the Work with Customer Note Type Screen to advance to the Display Customer Note Type screen. You cannot change any information on this screen.

For a description of the fields on this screen, see Create Customer Note Type Screen.