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 standard 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 selecting Sold To/Rcp. or Accept/Add Rcp.).

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

For more information:

• customer notes: Displaying More Options in OIOM

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

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

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.

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	Select Create to advance to the Create Customer Note Type Screen.
Change a note type	Select Change for a note type 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.
Delete a note type	Select Delete for a note type to delete it.
Display a note type	Select Display for a note type 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.

Create Customer Note Type Screen

Purpose: Use this screen to create a note type.

How to display this screen: Select Create at the Work with Customer Note Type Screen.

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 flag 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. Possible settings are: • Selected = Display the note in order entry and order maintenance. • Unselected (default) = Do not display the note in order entry and order maintenance.