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 Maintenance menu, select Product to display the Product Maintenance window.
Display the product record for which to create a reminder.
From the Notes menu, select Reminders to display the Order Entry Reminder window.
If order entry reminders exist for the product, a selection list displays first. Select one of the following:
New Reminder to create a reminder.
An existing reminder to edit.
In the Reminder area, enter or edit a reminder message of up to five lines of 60 characters each.
Select one of the following check boxes 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.
RF - Select the RF check box to have the Reminder message associated with the product on the order display in the WMS or RF interface.
the product on the order display in the WMS or RF interface.
In the Branch field, enter a branch or territory to assign the message to display for only the indicated branch or territory; otherwise, leave the Branch field blank to assign the message to all branches and territories.
See Also: