) next to an existing order note select Edit to open the Order Note window.Purpose: You can perform the following actions on the Messages page.
• Review Messages for a Ship-to Customer
• Add a Gift, Pick Slip, Quote Form, or Refund Check Message
• Review Refunds and Returns for the Order
• Review Invoices for the Order
For more information:
• Messages for an overview of the Messages page.
• Fields on Messages for a description of the fields on the Messages page.
Order Notes are listed under the Order Note heading. These are messages added through the Order Note window. These messages are for internal users and not exposed to the customer.
See Order Notes Fields for details.
Select the Add Note option under the Order Notes heading to open the Order Note window.
1. Optionally, select a Message Template. Message templates are defined in the Work with Default Messages (WMSG) option in Classic View. Only templates with a Type of Order Message and a Print Code of Nowhere are available to select for order notes.
2. Define the contents of the message in the New Message (Order Message) field to suit your needs. You can use a carriage return to enter more than one message lines. Your entry cannot exceed 100 positions total. If your entry exceeds 60 positions, the system splits it into two separate order notes.
3. Select OK to create the note. The system returns you to the previous page.
1. Select the options icon () next to an existing order note select Edit to open the Order Note window.
2. Optionally, change the Message Template, the New Message, or both. Your entry cannot exceed 60 positions.
3. Select OK to update the note. The system returns you to the previous page.
Note: If you enter message text in the New Message field and then select a message template from the Message Template field, the system replaces any text that you entered in the New Message field with the default message text defined for the selected message template.
Select the options icon () next to an existing order note and select Delete. The note is deleted immediately.
Review Messages for a Ship-to Customer
For each ship-to customer, you can review the following messages:
• Gift messages
• Pick Slip Messages
• Quote Form Messages
• Refund Check Messages
Add a Gift, Pick Slip, Quote Form, or Refund Check Message
Current order and single ship-to only: The messages that you enter on this window apply to the current order only and not any other order for the customer. If the order contains more than one ship-to, the system adds the messages to the selected order ship-to.
Order-level only: These order messages apply to the order and specified ship-to, and not to a specific item on the order.
Steps to add a message for a ship-to customer on an order:
1. Select the + sign next to the Add Message option to open the Messages For Window. The window title indicates the customer name and ship-to, for example: Messages for SAMPLE CUSTOMER (Ship-To 1).
2. Select a Message Type of Gift, Pick Slip, Quote Form, or Refund Check.
3. Optionally, select a Message Template to default the text from the template into the New Message field. Message templates are defined in the Work with Default Messages (WMSG) option in Classic View. Only templates with a Type that matches the selected Message Type are available to select.
4. Enter the New Message, or optionally edit the text that defaulted from the Message Template. You can use a carriage return to enter more than one message lines. Your entry cannot exceed 100 positions total. If your entry exceeds 60 positions, the system splits it into two separate messages.
5. Select OK to create the message. The system returns you to the previous page.
1. Select the options icon () next to an existing message and select Edit.
2. Optionally, change the Message Template, the New Message, or both. You can use a carriage return to enter more than one message lines. Your entry cannot exceed 100 positions total. If your entry exceeds 60 positions, the system splits it into two separate messages.
3. Select OK to update the message. The system returns you to the previous page.
Note: You must have authority to the Modify Existing Messages (A30) secured feature in order to update a message.
Select the options icon () next to an existing message and select Delete. The message is deleted immediately.
Note: In order to delete a message, you must have authority to the Modify Existing Messages (A30) secured feature.
Select the Order Summary tab to advance to the Order Summary page for the current order.
Select the Order Activity tab to advance to the Order Activity page for the current order.
Review Refunds and Returns for the Order
Select the Returns/Refunds tab to advance to Returns/Refunds page.
Select the Invoices tab to advance to the Invoices page.
If the order is currently locked, select Unlock Order or press CTRL + ALT + u to process any remaining order updates and unlock the order so that it available for maintenance by another user.
Note: This option is available only if you have locked the order in the current session; it is not available if another user has locked the order. If you have the required authority, you can use the Unlock Order page to unlock an order locked by another user.,
For more information: See Maintaining an Order for more information about locking and unlocking an order.
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