Notes

Manage Customer Specific Notes

Purpose: Notes are used to share information about the customer. They are displayed in Enter or Verify Customer Information step in Order Entry when Create Order has been selected.

How to display: Select Notes from the More Options menu () next to the Create Order option on the title area of the Customer page to open the Notes drawer showing the existing notes for the customer.

The Notes drawer contains two cards: Notes that are regarding the customer, and Activity that are notes triggered by the system activity. You can view, add, edit, and delete notes. Default note templates can be defined in Customer Note Types (WNTY).

• Add a Note
• Edit a Note
• Delete a Note

Add a Note

1. Select +Add Notes to open the Add Note drawer.

2. Optionally, select a note template. The default can be changed to another template. If a template selection is made, the default note text pre-populates into the Note field and can be further edited. If there are no customer note types defined, the template field is displayed.

3. Define the contents of the message in the Notes field.

4. When done, select OK to save the entry, close the form and refresh the Notes drawer displaying the newly added entry within the table.

Edit a Note

1. Select Edit from the More Options menu () on the far right of the note entry to open the Edit Note drawer where you can edit the note.

2. Select OK to save the changes, close the form and refresh the Notes drawer displaying the changed entry within the table.

Delete a Note

Select Delete from the More Options menu () on the far right of the note entry.

The Confirm Delete window opens. Select OK to confirm deletion. The confirmation window closes and refreshes the note list so that the entry is no longer included in the list.

View Customer Activity

These are system generated notes that provide information about customer activity such as customer address change was made. These are display-only and displayed on a scrollable list. You cannot delete or edit an existing Activity note.

If necessary, scroll down the page to view the Activity card.

Notes Drawer Fields

The Notes drawer contains the following fields:

Customer Name followed by the Customer Number.

The Notes drawer is split into two areas known as cards: Notes and Activity.

Notes

These are notes that are entered to share information or context about the customer. You can add, edit, and delete notes. Default note templates can be defined in Customer Note Types (WNTY).

+ Add Note to create a new note.

The results table lists the existing notes for that customer. When there are no existing notes assigned, the text No data to display is displayed. Three columns of data are shown along with a More Options () ellipsis menu displayed in the far right column (no heading) for each existing entry.

• Note: The contents of the note. Displays up to 150 characters for each existing customer note.

• Date: Date and time when the note was created.

• User: The ID of the user who created or the note. If the note is created by an external system, the system configured <default user> is displayed in this column.

• More Options: Options to Edit and Delete the customer note.

+ Add Note Drawer Fields

Customer Name followed by the Customer Number. When ORCE Customer integration is enabled, the ORCE Customer number is displayed instead of the OACS Customer number.

Template: Only shown when there is customer note types defined in Customer Note Types (WNTY). When types have been defined, a default template is shown but can be changed via a drop-down selection. The customer note type data is displayed in three columns: Description, Default Note, Display in Order Entry.

• Description

• Default Note

• Display in Order Entry: If a note template selection is made, the default note text will pre-populate, replacing the existing text within the Note field and can be further edited. 

Note: Displays the current note text. This can be edited manually, but it is a required field, so it cannot be blanked out. 

Note:

Customer Notes (combined total between both Notes and Activity) are limited to a maximum sequence number assignment of 999, regardless of whether some were subsequently deleted.  When a record exists with a sequence number of 999, no additional notes or activities can be added and the + Add Note button is not shown.

Edit Note Drawer

Customer Name followed by the Customer Number.

Template: Drop-down selection only if there are customer note types defined in Customer Note Types (WNTY). If there are no customer note types defined, the Template field is not displayed at all. The customer note type data is displayed in three columns: Description, Default Note, and Display in Order Entry.

• Description

• Default Note: If a Note template value is selected from the drop-down, the default note text will pre-populate into this field and can be further edited.

• Display in Order Entry: If a note template selection is made, the default note text will pre-populate, replacing the existing text within the Note field and can be further edited. 

Activity

These are system generated notes that provide information about customer activity such as customer address change was made. These are display-only and displayed on a scrollable list. The customer activity type data is displayed in three columns: Note, Date and User. The default display is by date descending with the newest on top, but each column can be sorted. When there are no existing activity entries, No data to display text shows within the table.

• Note: Displays up to 150 characters for each existing activity triggered note.

• Date: Date and time when the system note was created.

• User: The user id/process that created the note. If the note is created by an external system, the system configured <default user> is displayed in this column.