Accessible help

Order Note

Overview: Use the Order Note window to add or update an order note that is not displayed to the customer.

Defining order note templates: Use the Work with Default Messages (WMSG) option in Classic View to define order note templates. Only templates with a Type of Order Message and a Print Code of Nowhere can be assigned to order notes.

Current order only: The notes 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 first order ship-to.

Order-level only: These order messages apply to the order and not to a specific item on the order.

How to display:

•         Add a note: Select the plus sign (+) next to Order Note option in the Messages window in Order Entry or at the Messages tab at the Order Summary.

•         Edit a note: Use the options icon (illustrates options icon (vertical 3 dots)) next to an existing order note in the Messages window in Order Entry or at the Messages tab at the Order Summary and select Edit.

Note:             You can add a message regardless of whether the order is locked.

For more information: See:

•         Order Note Options for information on the steps you use to add or update an order note.

•         Fields on Order Note for information on the fields displayed in the Order Note window.

 

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