Messages Window

Overview: Use the Message window to add or update a:

•         Gift or pick slip message for an order you are entering in order entry.

•         Gift, pick slip, quote form, or refund check message for an existing order.

Current order and ship-to only: The messages that you enter on this window apply to the current order and ship-to only, as indicated in the window title, for example: Messages for SAMPLE CUSTOMER is displayed in Order Entry after you have selected the customer for the order and have advanced to adding items to the order. When you open this window from the Messages page, an example of the window title is Messages for SAMPLE CUSTOMER (Ship-To 1).

Order-level only: These order messages apply to the order and not to a specific item on the order. See Order Line Message for more information on order line messages.

How to display:

•         Adding a message:

•         Entering a new order: Select the + Add Message option for Messages at the Messages window in order entry. In this case, the window title is Messages for SAMPLE CUSTOMER where SAMPLE CUSTOMER is the customer name.

•         Existing order: Select the + Add Order Message option on the Messages page for the ship-to customer. In this case, the window title is Messages for SAMPLE CUSTOMER (Ship-To 1) where SAMPLE CUSTOMER is the customer name and 1 is the order ship-to number.

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

•         Updating a message: On the Messages page, or at the Messages window in order entry, select the options icon (illustrates options icon (vertical 3 dots)) next to an existing message and select Edit.

For more information:

•         Message Window Options for step-by-step instructions on the actions you can perform on the Messages window.

•         Fields on Message Window for a description of the fields on the Messages window.

 

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