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.
Selecting Default Messages in Contact Center
The Print Code setting for default messages controls whether they are available for selection in Contact Center:
• Order Messages: Default order messages are available for selection in Contact Center based on the Print Code setting:
- Nowhere: Can apply to an order message in Contact Center.
- Picks: Can apply to a pick message (under Customer Messages) in Contact Center.
- Gift: Can apply to a gift message (under Customer Messages) in Contact Center.
- Quote: Can apply to a quote message (under Customer Messages) in Contact Center.
- Ref Chk Cust: Can apply to a refund check message (under Customer Messages) in Contact Center.
• Order Line Messages: Default order line messages are available for selection in Contact Center if the Print Code is set to Nowhere or Picks.
Order and order line default messages with any other print code settings are not available in Contact Center.
In this chapter:
• Work with Default Messages Screen
• Create Default Message Screen
• Change Default Message 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.
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: Select a message type to display default messages that match your entry. Alphanumeric; 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: 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; 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: Enter text in this field to display default messages that contain the text you entered. Alphanumeric, 60 positions; 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: Select a Message Type and enter a valid print code to display default messages that match your entry. Contact Center: See Selecting Default Messages in Contact Center for information on default messages available for selection in Contact Center, based on Print Code setting. Alphanumeric; Optional. |
Screen Option |
Procedure |
Create a default message. |
Select Create to advance to the Create Default Message Screen. |
Change a default message. |
In the Action field, select Change for a default message to advance to the Change Default Message Screen. |
Delete a default message. |
In the Action field, select Delete for a default message to advance to the Confirm Delete window. Select Yes to confirm the delete or select No to cancel the delete. |
Purpose: Use this screen to create a new default message record.
How to display this screen: Select Create at the Work with Default Messages Screen.
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: • Order Message = The default message text is used for order messages. • Order Line Message = The default message text is used for order line messages. Alphanumeric; Required. |
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 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. Alphanumeric, 2 positions; Required. |
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. 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. Contact Center: See Selecting Default Messages in Contact Center for information on default messages available for selection in Contact Center, based on Print Code setting. Alphanumeric; Required. |
Purpose: Use this screen 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 |
Message Type |
A code that indicates whether the default message text is used for order level messages or order line level messages. Alphanumeric; Display-only. |
Message Code |
A unique code used to identify the default message. Alphanumeric, 2 positions; Display-only. |
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. Contact Center: See Selecting Default Messages in Contact Center for information on default messages available for selection in Contact Center, based on Print Code setting. 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.
Contact Center: Default messages are also available for selection in Contact Center, depending on the Print Code setting. See Print Code, above, for background.
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 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. Contact Center: See Selecting Default Messages in Contact Center for information on default messages available for selection in Contact Center, based on Print Code setting. Alphanumeric; display-only. |
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: |
