Creating Customer-Specific Order Entry Messages

Use an order entry message to alert order takers to special information about a customer. The message displays prominently when opening a new or existing sales order. The message disappears once you begin entering or editing the order. The message displays only for that customer.

Administrators and managers can use a message to relay a specific credit alert or other special instructions. For example, you could create a message that reads, "Ask to see a Smith Co. employee ID card for all counter sales."

Because order entry messages are for individual customers, the messages are created on the Customer Maintenance screen.

To create an order entry message:

From the Files menu, select Customer.
In the Customer/New field, enter the name of the customer for whom you are creating a message to display that customer's record.
Use the OE Msg hot key to display the Order Entry Message screen.
Enter your message, using up to four lines of text.
Press Esc to save and close the message screen.
Press Esc to save and close the Customer Maintenance screen. If prompted for a Reason for Change, enter the explantion that you created an order entry message.