Messages

Purpose: You can perform the following actions on the Messages page.

For more information:

Messages for an overview of the Messages page.
Fields on Messages for a description of the fields on the Messages page.

Review Order Notes

Order Notes are listed under the Order Note heading. These are messages added through the Order Notes (apply to entire order) window. These messages are for internal users and not exposed to the customer.

See Order Notes Fields for details.

Add an Order Note

Select the Add Note option under the Order Notes heading to open the Order Notes (apply to entire order) window.

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.
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.
Select OK to create the note. The system returns you to the previous page.

Update an Order Note

Select the More Options menu () next to an existing order note select Edit to open the Order Notes (apply to entire order) window.
Optionally, change the Message Template, the New Message, or both. Your entry cannot exceed 60 positions.
Select OK to update the note. 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 More Options menu () next to an existing order note and select Delete. The note is deleted immediately.

Review Messages for a Ship-to Customer

For each ship-to customer, you can review the following messages:

Gift messages: Shown with a green badge with Gift text.
Invoice messages: Shown with a dark gray badge with Invoice text.
Invoice and Pick messages: Shown with a light gray badge with Invoice and Pick text.
Pick messages: Shown with a light gray badge with Pick text.
Quote form messages: Shown with a blue badge with Quote text.
Refund check messages: Shown with an orange badge with Refund Check text.
Refund note message: Shown with an orange badge with Refund Note text.

Add a Gift, Invoice, Invoice and Pick, Pick, Quote Form, Refund Check or Refund Note Message

Current order and single ship-to only: The messages 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, the system adds the messages to the selected order ship-to.

Order-level only: These order messages apply to the order and specified ship-to, and not to a specific item on the order.

Steps to add a message for a ship-to customer on an order:

Select the + sign next to the Add Message option to open the Messages For Window. The window title indicates the customer name and ship-to, for example: Messages for SAMPLE CUSTOMER (Ship-To 1).
Select a Message Type of Gift, Invoice, Invoice and Pick, Pick, Quote Form, Refund Check or Refund Note.
Optionally, select a Message Template to default the text from the template into the New Message field. Message templates are defined in the Work with Default Messages (WMSG) option in Classic View. Only templates with a Type that matches the selected Message Type are available to select.
Enter the New Message, or optionally edit the text that defaulted from the Message Template. 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 messages.
Select OK to create the message. The system returns you to the previous page.

Update a Message

Select the More Options menu () next to an existing message and select Edit.
Optionally, change the Message Template, the New Message, or both. 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 messages.
Select OK to update the message. The system returns you to the previous page.

Note:

You must have authority to the Modify Existing Messages (A30) secured feature in order to update a message.

Delete a Message

Select the Actions menu () next to an existing message and select Delete. The message is deleted immediately.

Note:

In order to delete a message, you must have authority to the Modify Existing Messages (A30) secured feature.

Fields on Messages

Purpose: The following information displays on the Messages page.

For more information:

Messages for an overview of the Messages page.
Messages Options for step-by-step instructions on the actions you can perform on the Messages page.

Messages Page Title

Order # (Order Number)

Order Notes Fields

Message Type: Set to Order Note.
Message: The contents of the note. If the note exceeds 60 positions, the system automatically splits the notes into two notes.
Date (Message Date): Date and time when the note was created or most recently updated.
User (Message User): The ID of the user who most created or most recently updated the note.

Messages Fields

For each ship-to on the order:

Customer Name
Order Ship-To Number
Message Type: Set to Gift, Invoice, Invoice and Pick, Pick, Quote Form, Refund Check or Refund Note.
Message: The contents of the message. If the original message exceeds 60 positions, the system automatically splits the message into two records.
Date (Message Date): Date and time when the message was created or most recently updated.
User (Message User): The ID of the user who most created or most recently updated the message.