Viewing/Creating notes from Sales Order programs

You can view and/or enter Sales Order document Header Notes, or Sales Order document Line Notes item or customer notes from these Sales Order entry programs:

SO Quote Entry (SOE110)

Quick Look in SO Entry (SOC350)

Order Entry (SOE210)

Order Confirmation (SOE310)

Direct Invoice Entry (SOE510)

Credit Memo Entry (SOE330)

Counter Sales Entry (SOE510)

Blanket Sales Order Entry (SOE710)

Customer Returns Entry (SOE810)

Hold Selection (SOE230)

Recurring Document Entry (SOE350)

From the View menu of the Sales Order entry programs, click View>Customer Notes, or View>Item Notes. When you select to view notes, the system displays the Notes Display or Note Entry (SME710) screen depending on your user permissions about notes.

For customers or items with multiple notes, highlight the note line in the browser and press Enter to display the View Note or Note Entry screen (depending on your user permissions about notes). Refer to Notes Security for Customer/Item/Vendor Notes for user permission details about notes.

When creating or editing documents and lines, the system automatically displays urgent notes for customers and items in the Important Notes on File (SMI710) screen based on your settings in SO Entry Options F/M (SOF915).

This screen displays a listing of all urgent notes, by note type and category, for the specified customer, or item. Double click a note in the browser to display the View Note screen, which lists the note subject and text, note type, category, date created, and date edited. Depending on your security settings for notes, the system displays the Note Entry (SME710) screen which allows you to enter or modify information for notes. For detailed information on notes processing, refer to the Note Entry (SME710) topic.

You can also access notes directly from the main screen of Sales Order Entry programs that use the 3-Level Entry Driver. The programs include: SO Quote Entry (SOE110), Order Entry (SOE210), Order Confirmation (SOE310), Direct Invoice Entry (SOE510), Credit Memo Entry (SOE330), and Counter Sales Entry (SOE510).

On the left side of the line item browser, you can select:

C to access Note Entry (SME710) for the customer specified in the program.

I to access Note Entry (SME710) for the item highlighted in line item browser.