Use these fields to create notes.
Note Type
The type of note you want to modify or enter: ARDC (AR document), CUST (customer), ITEM (item) POEH (Purchase Order Header Note), POEL (Purchase Order Line Note), POPH (Purchase Order Receipt Header Note), POPL (Purchase Order Receipt Line Note), SOEH (Sales Order Header Note), SOEL (Sales Order Line Note), SOPH (Past Sales Order Header Note), SOPL (Past Sales Order Line Note), SOEL (Sales Order Line Note), SOQH (Quote Document Header Note), SOQL (Quote Document Line Note), TRDH (transfer document header), TRDL (transfer document line) or VEND (vendor). Press F2 to search for Note Types.
The Note Type you select determines the fields that the system displays next.
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).
Specify the information for the fields that the system displays for the Note Type you specified. You can press F2 to search for customers, items, and documents.
Category
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.
Urgent Only
Indicates that you want to display only those notes that are designated as urgent for the Note Type, associated fields, and Category combination entered.
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.
Adding, Modifying, and Deleting Notes:
If there are no notes available, Add a note if you have the authority to create notes and the category has not been deactivated. If notes exist you can:
Edit - modify the highlighted note.
Add a note.
Delete the highlighted note.
If you select to add or 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.
Subject
Specify or modify the subject for the note.
Tip: Note that once you enter a subject you can save the note (by pressing OK) even if you have not yet entered any note text or additional information.
Urgent
Indicates 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
Specify or modify the text for the note.
Contact
Specify the contact person associated with the note.
Reason
Specify the reason for the note.
After completing the 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.
When you have finished adding, modifying and deleting notes, you can select:
Print to select of a range of notes to print, 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.