60 Order Notes

Overview: Use the Order Notes (apply to entire order)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, messages are stored with each individual ship-to.

Order-level only: These order messages apply to the order and not to a specific item on the order. Order notes show regardless of which ship-to you are on when opening the Messages window. All order notes stay with the order and are not removed when a ship-to is deleted.

How to display:

• Add a note: Select the plus sign (+) next to Order Notes (apply to entire order)option in the Messages window in Order Entry or at the Messages tab at the Order Summary. For multiple ship-to’s, Messages is only shown when you are on the Ship-To Details view (and not Ship-To Items) for a specific ship-to.
• Edit a note: Use the options icon () 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 Notes Options for information on the steps you use to add or update an order note.
• Fields on Order Notes for information on the fields displayed in the Order Notes window.

Order Notes Options

Purpose: You can perform the following actions on an Order Notes window.

• Add an Order Note
• Edit an Order Note
• Delete an Order Note

For more information:

• Order Notes for an overview of the Order Notes window.
• Fields on Order Notes for a description of the fields on the Order Notes window.

Add an Order Note

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. The new note is saved against the order. The system returns you to the previous page.

Edit an Order Note

1. To select an order note to edit, use the options icon () 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 to open the Order Notes window.
2. Optionally, change the Message Template, the New Message, or both. Your entry cannot exceed 100 positions total. If your entry exceeds 60 positions, the system splits it into two separate order notes.
3. Click OK. The changed note is saved against the order. 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.

Delete an Order Note

Select the options icon () next to an existing order note and select Delete. The note is deleted immediately.

Fields on Order Note

Purpose: The following information displays on the Order Note window.

• Message Template (Order Message Template): For order messages, the system displays only default message text whose Print Code is Nowhere.
• New Message (Order Message)

For more information:

• Order Note for an overview of the Add Message window.
• Order Note Options for step-by-step instructions on the actions you can perform on the Order Note window.