Attach Notes 2

Specify notes

This page allows you to specify important textual information. Users performing the picking, packing and invoicing processes, also view the notes specified in this link. The notes may be of a general nature that is, standard notes, therefore applicable to all processes. In some cases, the notes may be specific to the process, and you can direct these notes to the document relevant to that process only. This interface allows you to record notes for all such possible scenarios.

The notes could be specified at both the document level and item level. Based on the type of transaction and the document number selected, the system retrieves and displays the notes details. Only those values authorized are only retrieved and displayed. If the notes are to be specified at line level then the line number is to be entered. Based on the line number entered or selected, the item details are displayed. Standard notes can be specified in this page.

Select the "Attach Notes” link at the bottom of page.

The "Specify notes" page appears.

The system displays the following details in the header:

Document No.	The number identifying the selected document.
Status	The status of the document.

Enter the following details in the “Notes Details” group box:

Notes For

Use the drop-down list box to select the option for which the notes related to it are to be specified. The system displays “Blank” by default on launch of the page.

Note: If the type of transaction selected is “Packslip”, then the system displays “Invoice” and “Consumption Report” as values in the drop-down list box.

If the type of transaction selected is “Service Work Order”, then the system displays “Invoice” as a value in the drop-down list box.

If the type of transaction selected is “Direct Packslip”, then the system displays “Invoice” and “Direct Invoice” as values in the drop-down list box.

If the type of transaction selected is “Consignment Inventory”, then the system displays “Invoice” as a value in the drop-down list box.

If the type of transaction selected is “B & H Doc”, then the system displays “Packslip” and “Invoice” as values in the drop-down list box.

If the type of transaction selected is “Material Lost in Transit”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Sales Return”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Consignment Return”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Stock Transfer Order”, then the system displays “Packslip”, “Stock Transfer Order” and “Stock Transfer Receipt” as values in the drop-down list box.

If the type of transaction selected is “Direct Sale Order”, then the system displays “Pick order”, “Packslip”, “Service Work Order”, “Invoice”, “Packing” and “Bill and Hold” as values in the drop-down list box.

If the type of transaction selected is “Pickorder”, then the system displays “Pick sheet’, “Packslip” and “Stock Transfer Note” as values in the drop-down list box.

If the type of transaction selected is “Contract”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Selling Restriction”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Customer Complaint”, then the system displays “Sales Return” as a value in the drop-down list box.

If the type of transaction selected is “Quotation”, then the system displays “Sale Order”, “Pickorder”, “Packslip” and “Invoice” as values in the drop-down list box.

If the type of transaction selected is “Stock Transfer Note”, then the system displays “Stock Transfer Receipt” as a value in the drop-down list box.

If the type of transaction selected is “Order Schedule”, then the system displays “Pickorder”, “Packslip” and “Service Work Order” as values in the drop-down list box.

If the type of transaction selected is “Dropship Receipt”, then the system displays “Invoice” and “Supplier Invoice” as values in the drop-down list box.

Enter the following details in the “Notes Details” group box:

Reference Document

Use the drop-down list box to select the reference document from which the notes information is to be populated.

Note: If the type of transaction selected is “Packslip”, then the system displays “Sales Order”, “Pick Order”, “Material Lost In Transit”, “Sales Return” and “Customer Material Request” as values in the drop-down list box.

If the type of transaction selected is “Service Work Order”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Consignment Inventory”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “B & H Doc”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Quotation”, then the system displays “Packslip” and “Customer” as values in the drop-down list box.

If the type of transaction selected is “Sales Return”, then the system displays “Packslip”, “Invoice” and “Sale Order” as values in the drop-down list box.

If the type of transaction selected is “Pickorder”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Customer Complaint”, then the system displays “Packslip”, “Invoice” and “Sale Order” as values in the drop-down list box.

If the type of transaction selected is “RMR”, then the system displays “Customer Complaint” as a value in the drop-down list box.

If the type of transaction selected is “Stock Transfer Note”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Order Schedule”, then the system displays “Sale Order”, “Stock Transfer Order”, “Sales Return” and “Material Lost In Transit” as values in the drop-down list box.

If the type of transaction selected is “Dropship Receipt”, then the system displays “Sale Order” and “Purcahse Order” as values in the drop-down list box.

If the type of transaction selected is “Stock Transfer Receipt”, then the system displays “Stock Transfer Note” as a value in the drop-down list box.

If the type of transaction is other than the above said options then the system displays “None” by default.

Click the “Default Notes” pushbutton to display the default notes.

The system checks for the chosen reference document number in the given document. Based on the selection, the corresponding notes details are retrieved and displayed in this page.

Enter the following details in the “Notes Details” group box:

Notes Folder	Use drop-down list box to specify the notes folder. The system retrieves the values from the “Category” business component. The system displays “Blank” by default on launch of the page.
Level	Use the drop-down list box to select the level at which the notes are to be specified. You can select from either “Document” or “ Line”. The system displays “Document” by default on launch of the page.
	Document – indicates that notes details can be specified for the document as a whole.
	Line – indicates that the notes details can be specified for each line number in the selected document.
Line No.	Use the drop-down list box to select a number identifying the line of the item for which notes are to be entered. If the level of the notes is set to “Line”, then the system loads all the line numbers for the document in the drop-down list box.

The system displays the following details in the “Notes Details” group box based on the line number selected:

Item Code	The code denoting the line item.
Variant Code	The code identifying the variant of an item.
Item Variant Desc.	The description of the item variant.

Enter the following details in the “Notes Details” group box:

Standard Notes Id	The code identifying the standard notes (Alphanumeric, 6). The system checks for the existence of the entered notes id.
	Press <Enter> key.
	The system retrieves the standard notes for the entered standard notes id.
	Help facility available.
Notes Title	The title of the standard notes (Alphanumeric, 255). The system ensures that this field is not left blank.

Click the “Save Standard Notes” pushbutton to save the standard notes.

The system displays an error message if the entered standard notes id already exists in the “Notes” business component.

The system saves the entered standard notes to the specified id.

Enter the following field:

Notes

Any textual Information pertaining to the customer (Alphanumeric, 255).

Click the “Specify Notes” pushbutton to attach notes pertaining to the selected document number.

The system saves the entered details in this page against the selected notes folder.