58 Order Note

Overview: Use the Order Note 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, the system adds the messages to the first order ship-to.

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

How to display:

• Add a note: Select the plus sign (+) next to Order Note option in the Messages window in Order Entry or at the Messages tab at the Order Summary.
• 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 Note Options for information on the steps you use to add or update an order note.
• Fields on Order Note for information on the fields displayed in the Order Note window.

Order Note Options

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

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

For more information:

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