Required Note Automatic Appearance Summary

Required notes are supposed to automatically appear each time the associated record is reviewed in Sx.e.  However, there are a few exceptions (Inquiry Screens) to this general understanding of Required Notes. 

Purchase Order Required Notes Will appear automatically:

• Purchase Order Entry
  1. Purchase > Entry > Purchase Order
  2. POET
  3. POET – PO Entry
• PO Receiving
  1. Purchase > Entry > Receipt of Inventory
  2. POEI
  3. POEI – PO Receiving

Purchase Order Required notes WILL NOT appear automatically.

• PO Inquiry
  1. Purchase > Inquiry > Purchase Order
  2. POIP
  3. POIP – PO Inquiry

There is a visual queue for PO Inquiry but it does not popup automatically:

Sales Order Required notes WILL appear in the following screens:

• Order Entry
  1. Sales > Entry > Order
  2. OEET
  3. OEET – Order Entry
• Order Entry Shipping
  1. Sales > Entry > Shipping Feedback
  2. OEES
  3. OEES – Order Shipping

Sales Order Required notes WILL NOT appear automatically:

• Order Inquiry
  1. Sales > Inquiry > Order
  2. OEIO
  3. OEIO – Order Inquiry

There is a visual queue for Order Inquiry but it does not popup automatically:

Customer Required Notes WILL appear in the following:

• Customer Set up 
  1. Customer > Setup > Customer
  2. ARSC
  3. ARSC – Customer Setup
• Customer Price Inquiry
  1. Sales > Inquiry > Customer Pricing
  2. OEIP
  3. OEIP –Pricing Inquiry
• Order Entry
  1. Sales > Entry > Order
  2. OEET
  3. OEET – Order Entry

Customer Required Notes WILL NOT appear in the following

• Customer Inquiry
  1. Customer > Inquiry > Customer
  2. ARIC
  3. ARIC – Customer Inquiry

There is a visual queue for Customer Inquiry but it does not popup automatically:

Warehouse Transfer Required notes WILL appear in the following screens:

• Warehouse Transfer Entry
  1. Transfer > Entry > Transfer
  2. WTET
  3. WTET – Transfer Entry
• Warehouse Transfer Shipping

 The required note will only appear after Clicking Detail and the Journal is opened. 

1. Transfer > Entry > Shipping
2. WTES
3. WTES – Transfer Shipping

• Warehouse Transfer Receiving

The required note will only appear after Clicking Detail and the Journal is opened. 

1. Transfer > Entry > Receipt of Inventory
2. WTEI
3. WTEI – Transfer Receiving

Warehouse Transfer Required notes WILL NOT appear automatically:

• Transfer Approval
  1. Transfer > Inquiry > Approval Transfer
  2. WTIA
  3. WTIA – Approval Transfer
• Transfer Inquiry
  1. Transfer > Inquiry > Transfer
  2. WTIT
  3. WTIT – Transfer Inquiry

There is a visual queue for Transfer Inquiry but it does not appear automatically:

Vendor Required Notes WILL appear in the following:

• Vendor Set up 
  1. Vendor > Setup > Vendor
  2. APSV
  3. APSV – Vendor Setup
• Purchase Order Entry
  1. Purchase > Entry > Purchase Order
  2. POET
  3. POET – PO Entry

Vendor Required Notes WILL NOT appear in the following

• Vendor Inquiry
  1. Vendor > Inquiry > Vendor
  2. APIV

There is a visual queue for Vendor Inquiry but it does not popup automatically: