Notes can be added to the order in both Order Inquiry (OEIO) and/or Order Entry (OEET).
The order record must be accessed in the Sx.e session to per form this procedure.
Notes can also be applied to the following Sx.e Records:
Vendors, Customers, Products, Warehouses, Purchase Orders, Warehouse Transfers, & Inventory Adjustment Journals
Click on the double arrow << to expand the Context Apps panel. Collapse the panel by clicking >>.
Click <SX Notes>
Click the <Diagonal double arrows> to expand the Notes window.
The Notes window will appear. At the top of the Notes Window it shows that there are 8 Customer notes for Customer 102984, 0 Order notes for order 856711-00 and 0 Order Global notes. Global Notes associate with all subsequent releases (Back Orders) of this order. In the left Panel are customer notes and the blue font is the Customer notes that are on display.
Change the Note Type by clicking on Order|856711-00 or Order Global|856711-00 at the top.
Click in the Text box and start typing the note.
Type the Note you want to add into the Text box. The note is freeform and will appear as typed.
Scroll down to set flags if desired.
Required Notes: These will pop up in Entry functions. These do not popup in Inquiry functions but can be viewed.
Printing Notes: When checking this box additional boxes will appear that will allow you to check which documents to print the note on.
Types of Notes
Order: Will only be attached to that order/quote. If the quote is converted to a sales order, the note can be copied. However, Order note will only apply to the first release of the order and will not tie into any backorders.
Order (Global): Will be attached to the order/quote and all subsequent backorders. If the quote is converted to sales order, the note can be copied and will follow all backorders.
Product: DO NOT ENTER THESE NOTES. THESE ATTACH TO THE PRODUCT AND WILL AFFECT EVERY BRANCH.
Customer: Notes that are attached to the customer. Mostly used by the credit department, however customer notes can be added by anyone.
Line Item Comment: Is not actually a SX Note but is similar and is specific to a particular line on a quote/order. The comment will follow the line item and will appear on every release of the order, carrying through all backorders that contain the line item. (See Line Comments)
Print - Acknowledgement will be used for Quotes and Returns
Print - Pick Ticket is the invoice the customer leaves the branch with
Print - Invoice is the invoice that is faxed/email/mailed to the customer nightly.
When finished, click Save.