How to enter and maintain notes for AR documents, transfer tickets, PO documents, SO documents, customers, items, or vendors

1. Type SME710 at the Access Code menu prompt to directly access Note Entry (SME710).

2. In the Note Type field, enter the type of note you want to modify or enter. You can select from: ARDC (AR document), CUST (customer), ITEM (item) TRDH (transfer document header), TRDL (transfer document line) PODH (purchase order document header), PODL (purchase order document line), SODH (sales order document header), SODL (sales order document line) or VEND (vendor). Press F2 or the $image\find_shg.gif$ icon to search for Note Types. The Note Type you select determines the fields that the system displays next.

3. For the Associated Fields: Customer, Document and Continuation # (for ARDC note type), Customer (for CUST note type), Item (for ITEM note type), Ticket #, Ship #, Line # (for TRNL note type), Ticket #, Ship # (for TRNH note type), PO Num (for POEH note type), PO Num, Line # (for POEL note type), PO Num, Receipt #, Line # (for POPH note type), PO Num, Receipt #, Line # (for POPL note type), Doc # (for SOEH note type), Doc #, Line # (for SOEL note type), Doc #, Invoice # (for SOPH note type), Doc #, Invoice #, Line # (for SOPL note type), Quote # (for SOQH note type), Quote #, Line # (for SOQL note type), or Vendor (for VEND note type), enter the information for the fields that the system displays for the Note Type you specified. You can press F2 or the $image\find_shg.gif$ icon to search for customers, items, vendors and documents.

4. In the Category field, enter the category for the note entry, such as General or Urgent. The system displays the category associated with the setting in the Note Type file or the user preference file as the default. If there is only one category on file for the note type, the system uses it as the default.

5. Select the Urgent Only checkbox to indicate that you want to display only those notes that are designated as urgent for the Note Type, associated fields, and Category combination entered.

6. In the browser in the lower portion of the screen, the system displays a list of available notes for Note Type, associated fields, and Category combination entered. The Notes browser displays the note date and time, urgent flag, subject and user that created the note.

7. If there are no notes available, select the $image\plus.gif$ to add a note if you have the authority to create notes and the category has not been deactivated. If notes exist you can:

Select the $image\edit.gif$ icon to make modified the highlighted note.

Select the $image\plus.gif$ icon to add a note.

Select the $image\Delete.gif$ icon to delete the highlighted note.

8. If you select $image\plus.gif$ to add or $image\edit.gif$ to modify a note, the system displays the Note Entry details screen. The Note Type, associated fields, and Category combination entered on the main screen display for reference.

9. Enter the following information for the note:

Subject--Enter or modify the subject for the note.

Urgent--Indicate the note should be classed as urgent. Notes marked urgent automatically display in Sales Order Entry programs for customers, document header records, document line records, and items.

Note--Enter or modify the text for the note.

Contact--Enter the contact person associated with the note.

Reason--Enter the reason for the note.

10. After completing the note fields, you can:

Select OK to complete the note entry and return to the main screen.

Select Cancel to return to the main screen without entering a note.

For Item Notes only, you can also Exports to access the Export Selections from Items Notes (SME711) screen, which is used to export items notes to transfer document line notes.

11. When you have finished adding, modifying and deleting notes, you can select:

Print to access the Print Options screen that allows you to print a single note (highlighted in the browser). Select File-->Print from the menu to access the Print Options screen that allows you to select of a date range of notes to print for the specified notes type and selected the associated fields: Customer, Document and Continuation # (for ARDC note type), Customer (for CUST note type), Item (for ITEM note type), Ticket #, Ship #, Line # (for TRNL note type), Ticket #, Ship # (for TRNH note type), PO Num (for POEH note type), PO Num, Line # (for POEL note type), PO Num, Receipt #, Line # (for POPH note type), PO Num, Receipt #, Line # (for POPL note type), Doc # (for SOEH note type), Doc #, Line # (for SOEL note type), Doc #, Invoice # (for SOPH note type), Doc #, Invoice #, Line # (for SOPL note type), Quote # (for SOQH note type), Quote #, Line # (for SOQL note type), or Vendor (for VEND note type) and print them to the selected printer.

Lines (for Note types TRDH (transfer document header), POEH (Purchase Order Header Note), POPH (Purchase Order Receipt Header Note) SOEH (Sales Order Header Note), SOPH (Past Sales Order Header Note), SOQH (Quote Document Header Note) to access Note Entry for transfer document lines associated with the transfer document header.

Done to exit the Note Entry (SME710) screen.