Display Customer Notes in LIFO Sequence (D55)

Purpose: Use this screen to define whether the most recently entered customer notes display first or whether they display in the order in which they were entered.

Yes/no field: Select this field if the latest notes entered for the customer should appear before earlier notes; otherwise, leave it unselected to display the notes in the sequence in which they were entered.

If you select this field, the notes are listed in LIFO (last-in, first-out) sequence, which means that they appear in descending date sequence.

Example:

Note	Date
Call customer about order #301458.	02/12/07
Credit given to customer for postage.	12/10/06
New customer -- discount 5%.	05/22/06

If you leave this field unselected, the notes appear in FIFO (first-in, first-out) sequence, which means that they appear in ascending date sequence. This way, the notes entered first appear first. The more recent notes appear towards the bottom.

Example:

Notes	Date
New customer -- discount 5%.	05/22/06
Credit given to customer for postage.	12/10/06
Call customer about order #301458.	02/12/07

Note: Customer notes default to FIFO (earliest-to-latest) sequence.

You can enter, change, display or delete customer notes by selecting:

• Messages in Work with Customers (fast path = WCST)

• Options from Order Entry, Order Maintenance or Order Inquiry, then selecting the Customer Messages option.

The cursor is positioned at the first blank line on the Edit Customer Notes screen. After you enter a new note, the system checks this system control value and re-displays the notes in LIFO or FIFO sequence.

Example: This example shows a customer message screen before and after you enter a new message.

Before...

Note	Date
Call customer about order #301458.	02/12/07
Credit given to customer for postage.	12/10/06
New customer -- discount 5%.	05/22/06
Send 2 spring catalogs.	02/14/07<-- (new message)

After... (LIFO sequence):

Note	Date
Send 2 spring catalogs.	02/14/07<-- (new message)
Call customer about order #301458.	02/12/07
Credit given to customer for postage.	12/10/06
New customer -- discount 5%.	05/22/06

OR After...(FIFO sequence):

Note	Date
New customer -- discount 5%.	05/22/06
Credit given to customer for postage.	12/10/06
Call customer about order #301458.	02/12/07
Send 2 spring catalogs.	02/14/07<-- (new message)

If you enter 2 or more messages on a single day, the second message displays below the first message with no message entry date.

Example:

Note	Date
Send 2 spring catalogs.	02/14/07<-- (new message)
Send 2 2006 catalogs, too.	- (second message)
Call customer about order #301458.	02/12/07
Credit given to customer for postage.	12/10/06
New customer -- discount 5%.	05/22/06