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The Order Document Notes screen stores the templates that can be used to create Order Document Notes.
ORD > Order Document Notes
Creating and Storing Templates
In an effort to minimize typing and order entry time we have created a F9 function that can pull in templates to the documentation notes. Instead of typing:
"Please confirm receipt of this order & advise
Shipment Date with Tracking Number by email
To bubba@bubbasbeans.com or by
Fax to 555-252-6785 Thank You!"
On every Purchase order, you will only have to open the Document Notes, press F9 and choose the template name you assigned the note from the order entry or order query/change screen.
The template can also be used as a template:
"Please include the following customer information on
all packaging slips, bills of laden, labels and invoices
PO#:
PR#:
NSN#:
TCN#:"
This information can be stored as a template and be pulled in with F9 from the order, on the document notes tab and the user will only have to add the actual numbers by using the edit screen. To create a template:
- Enter a code – A brief code to call the template so you do not have to type long names all the time.
- Enter a Description - A detailed enough description so you will know what the template is for just by reading the description
- Enter Notes - This field is just like the document notes field in order entry, you can type the note box or double click for the enter/edit format-able notes screen. The notes field only shows 2 lines for space reasons if you double click you will see the whole note. You can have up to 1000 characters per note and multiple notes per document.
- "Print On" - Check which document you would like this document note to be eligible to print on. (Order, Purchase Order or Invoice)
- Public – TRX will know which user is in the screen by the user ID. So by unchecking the Public box you can create notes that only a specific user can see.
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