To create an order entry reminder for a product:You can create reminders that will display for a product when it is entered onto an order.
For example:
For a bathtub product, create the following order entry reminders:
"Ask if customer needs caulk" for sales orders.
"Ask if vendor can drop ship to branches" for purchase orders.
"Inspect immediately upon receipt" for transfer orders.
Note: These reminders also apply to rental products.
To create an order entry reminder for a product:
From the Files menu, select Product to display the Product Maintenance screen.
Display the product record for which to create a reminder.
Use the Remind hot key to display one of the following:
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If... |
then the system displays... |
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order entry reminders already exist for the product, |
the Select Reminder to Edit screen. Select one of the following:
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order entry reminders do not already exist for the product, |
the Order Entry Reminders screen. |
In the body of the screen, enter or edit a reminder message of up to three lines of 60 characters.
Use one of the following hot keys to define the type of order for which the reminder will display:
SOE – Reminder displays when product is added to a sales order.
POE – Reminder displays when product is added to a purchase order.
TOE – Reminder displays when product is added to a transfer order.
The system places an asterisk (*) next to each hot key used to indicate the type of order for which the reminder will display.
Use the Branch hot key to assign the message to display for only the indicated branches or territories; otherwise, leave the Branch field blank to assign the message to all branches and territories.
Press Esc to save changes and exit the screen.
See Also: