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 Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the name of the customer for which you are creating a message.
Use the Orders menu, select Order Entry Prompts to display the Order Entry Prompt Maintenance window.
In the File Name field, select the user-defined file.
In the Dictionary ID field, select a dictionary item (defined field) in the file.
In the When field, specify when to display the prompt. You can display a prompt when you enter or exit specific Sales Order Entry tabs. Or, choose Line Item to display a prompt after entering each line item on the order.
In the Frequency field, 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, 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.
Save your changes and exit the window to apply your changes.
See Also: