Adding Notes and Instructions on Purchase Orders

Use the Header screen to add notes to purchase orders for vendor-specific comments, such as Please notify upon receipt or vendor instructions, such as Deliver to the back loading dock You can also add product specific notes, such as HAZMAT criteria.

In addition, you can add reminder notes to individual line items. For example, you need to order a water heater. You can have a reminder that displays giving you the recommended parts that you need to go with the water heater. This reminder can on the screen until the next line item is entered. Use the Display Reminder Notes Until Next Product Is Entered control maintenance record to indicate if you want the reminder to display in this manner.

Note: If you can change the ship-from vendor, using the Header screen, with instructions or notes attached, the system will prompt you to use the current vendor instructions or notes for the newly selected vendor.

To add a vendor note:

From the Purch menu, select Purchase Order Entry to display the purchase order entry screen.
Display the purchase order for which you want to add a note.
Use the Header hot key to display the Header screen.
Use the Notes hot key to display the Vendor Internal Notes screen.
Select a note to attach to the screen. To create a new note, see Creating Vendor Notes.
Press Esc to save the note attachments.
Press Esc to return to the Body screen.
Press Esc to save and exit the purchase order.

To add a vendor instruction:

From the Purch menu, select Purchase Order Entry to display the purchase order entry screen.
Display the purchase order for which you want to add a note.
Use the Header hot key to display the Header screen.
Use the Instr hot key to display the Vendor Shipping Instructions screen.
Select an instruction to attach to the screen. To create a new note, see Creating Vendor Notes.
Press Esc to save the note attachments.
Press Esc to return to the Body screen.
Press Esc to save and exit the purchase order.

To add a product specific note:

From the Purch menu, select Purchase Order Entry to display the purchase order entry screen.
Display the purchase order for which you want to add a note.
Use the Sched hot key to display the scheduling screen.
Use the Spec hot key.
Select an note to attach to the screen. To create a new note, see Writing User-Defined Notes.
Press Esc to save the note attachments.
Press Esc to return to the Body screen.
Press Esc to save and exit the purchase order.