Viewing Messages, Notes, and Attachments

You can also view notes, messages, or attachments using the annotations pages for customers and products. These pages are accessible from the View Related Links button next to each customer or product field.

Individual notes, messages, and attachments are also available from the Review Customer Information and Review Product Information menus.

Notes and attachments can be set up for the sales order or quote at the header, line, or schedule level. You can view them from the header, line, and schedule list box.

Before using attachments, you will need to set up an FTP server.

Page Name	Definition Name	Usage
General Information - Notes Page	CUST_NOTES	View notes associated with a customer.
General Information - Messages Page	CUST_MESSAGES	View messages associated with a customer.
General Information - Attachments Page	CUST_ATT	View the multimedia files attached to a customer.
Bill To Customer Annotations Page	BCUST_ANN	View customer annotations (notes, messages, or attachments). The link is available only if there are annotations present for the customer. General Information - Bill To Selection Page
Sold To Customer Annotations Page	SDCUST_ANN	View customer annotations (notes, messages, or attachments). The link is available only if annotations are present for the customer. General Information - Sold To Selection Page
Ship To Customer Annotations Page	SHCUST_ANN	View customer annotations (notes, messages, or attachments). The link is available only if annotations are present for the customer. General Information - Ship To Selection Page
Attachments	PROD_ATT	View the multimedia files attached to a product.
Messages	PROD_MSG	View messages associated with a product.
Notes Page	PROD_NOTE	View notes associated with a product.
Product Annotations	PROD_ANNOTE	View notes, messages, or attachments associated with the product. This link is available only when annotations are present for the product.
Header Notes/Attachments Page	ORDENT_HDR_NOTE	View or associate notes and attachments with a sales order header and have them print on designated documents.
Line Notes/Attachments	ORDENT_LINE_NOTE	View or associate notes and attachments with a sales order line and have them print on designated documents.
Schedule Notes/Attachments Page	ORDENT_SCH_NOTE	View or associate notes and attachments with a sales order schedule. Print the notes or attachments on designated documents. Shipment Schedules Page

Viewing Messages, Notes, and Attachments

Pages Used to View Messages, Notes, and Attachments