Creating Order Entry Prompt Files Displays

Once you have defined the prompt file and formatted its display characteristics, you specify when and how the prompt displays for the customer.

To display an order entry prompt:

From the Files menu, select Customer.
In the Customer/New field, enter the name of the customer for which you are creating a message.
Use the Add'l Info hot key, then the OE Prompts hot key. This displays the customer's User Defined Order Entry Prompts screen.
In the File Name field, press F10 and select the user-defined file.
In the Dictionary ID field, press F10 and select a dictionary item (defined field) in the file.
In the When field, press F10 and specify when to display the prompt. You can display a prompt when you enter or exit Sales Order Entry screens. Or, choose Line Item to display a prompt after entering each line item on the order.
In the Frequency field, press F10 and specify how often the prompt is displayed:

New Order – Displays the prompt only when creating a new order.
Null Value – Displays the prompt only when no (null) response has been entered. For instance, once the customer's Tax ID has been entered, the prompt no longer displays.
Always – Displays the prompt every time specified. The current response is stored.

In the Key field, press F10 and specify where to store the customer's response. The key is the unique identifier for the data field. You can store the response value with the order, the bill-to or ship-to account, or the product, etc. Choose the key depending on the type of reporting you do. For example, to use the customer's response data in an order-level product report, select Detail as the key.
Repeat steps 4–8 to display additional prompts. If you display multiple prompts at the same time during order entry, they display in the order listed on this screen. To reorganize screen items, press Alt-Insert to create a blank line for a new entry, or press Alt-Delete to remove the line.
Press Esc to save and close the screen.

Note: The Body screen has a hidden hot key for those with SUPERUSER authorization. Pressing Alt-plus (+) displays a screen with all the prompts created for the order, and their current response values. You can edit any of the response values on the screen.