The system displays the Importing Notes screen when SO document header or line notes are available for addition to the sales order, purchase order or item transfer document. SO, PO and TR Document and line notes are available to view/edit (according to the user’s security) for all open documents. You also have the option to print the note on the sales order (for order or back-order type documents only), credit memo, counter sale or invoice, purchase order or transfer. When you run the Daily Sales Register, the system copies SO document notes to the past invoice.
You can export sales order line notes to associated purchase orders or inventory transfers and print the exported sales order line notes on the PO or transfer ticket. When an Order Entry program automatically creates purchase order such as for a direct ship sales order, FACTS determines if Vendor and Item notes should import into the PO, based on the export options setup on the note. If a note is set to export or required, then FACTS automatically imports the note onto the PO.
Fields for Importing Notes
At the top of the screen, the system displays the Note Type, document number, and Note Category for the note displayed for import. You can modify these fields:
1. Subject
Enter or modify the subject for the note.
2. 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.
3. Note
Enter or modify the text for the note.
4. Print on [PO/SO Document]
This field depends on the document type being entered or edited.
5. Print on Pick Ticket
For sales orders, indicate whether to print this note on the pick ticket.
6. Print on Purchase Order?
For purchase orders, indicate whether to print this note on the PO.
7. Print on quote?
For quotes, indicate whether to print this note on the quote.
8. Print on pick ticket when quote is converted?
During quote entry, indicate whether this note should print on the pick ticket.
9. Print on invoice when quote is converted?
For invoices, indicate whether to print this note on the invoice when the quote converted to a sales order is confirmed.
10. Print on PO/transfer when quote is converted?
For sales orders, indicate whether to print this note on the PO or warehouse transfer when the quote is converted to a sales order.
You have these options.
Click OK to import the note to the current sales document or the Skip button to stop the note import. Click Export to export the SO document note to the purchase order to which it is tied.