Adding and Viewing Notes and Attachments

This section discusses how to add or view notes and attachments.

Page Name	Definition Name	Usage
Order - Notes Page or Quote - Notes Page	RO_NOTE	Add or review notes or attachments for the order or quote.

Use the Order - Notes page (RO_NOTE) to add or review notes or attachments for the order or quote.

Navigation

select Orders and Quotes, then select Add Order, then select Order - Notes
select Orders and Quotes, then select Add Quote, then select Quote - Notes
select Orders and Quotes, then select Search Orders and Quotes, then select Order - Notes
select Orders and Quotes, then select Search Orders and Quotes, then select Quote - Notes

Image: Order - Notes page (1 of 2)

This example illustrates the fields and controls on the Order - Notes page (1 of 2).

Image: Order - Notes page (2 of 2)

This example illustrates the fields and controls on the Order - Notes page (2 of 2).

This section displays a summary of notes.

Field or Control	Definition
Subject and Details	Displays a short and long description of the note contents.
Add Note	Click to add a note for the order. This button is not available when the order has been submitted.

Field or Control	Definition
Note Type	Select either `Billing Notes`, `Comment`, `Customer Call`, `Customer` `Web`, `Pricing Note`, `Production Configuration`, `Research`, `Sales Note` or `Shipping Notes` as the type of note.
Visibility	Select `Everywhere` or `Internal Only`. If you select `Everywhere`, users of all self service applications, including Order Capture Self Service will be able to view the note. If you select `Internal Only`, notes will only be viewable to the CSR.

Field or Control	Definition
Attachment	Click to view an existing attachment.
Apply Note	After entering information, click to apply the note to the order or order line or to the quote or quote line.
Add an Attachment	Click to add an attachment. Order Capture opens a new page for you to browse the network to locate and attach a file to the note.

Page Used to Add or View Notes and Attachments