Add Notes

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Overview

• OMS allows the user to record information in the form of a note or task similar to a note but a task has an action assigned to a particular user. The security system must be enabled to use the task feature of Monsoon OMS. to be associated with an order, customer, supplier vendor, or product.

• Tasks are notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases. that require an action on the part of the assignee.

• The Add Notes screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is where the user manages notes and tasks. It can be opened from most of the main screens in the program, such as Process Orders, Inventory, Customers, and Suppliers screens to name a few.

• The Add Note and Edit Note screens are virtually the same, except that the former creates the note or task while the latter is used when making a change to a previously existing note or task.

• Click on a field or field label to see the purpose of the field on the screen.

Description of the Add Notes Screen

Entered Field

• the program pre-fills this field with the current day's date in the first field in this row and the second field contains the time when the note is created

By Field

• if the security system is in use, the program pre-fills the name of the user that is logged into the program when the note or task is created

• if necessary, use the drop-down list to select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a different user as the creator of the task

Event Field

• this is used to categorize notes or tasks; select one of the pre-defined events from the drop-down list

• use the List Maintenance Note Events list to define appropriate categories for the business  

Priority Field

• this field is used to prioritize notes or tasks; select one of the pre-defined priority codes from the drop-down list

• use the List Maintenance Note Priority Codes list to define codes that are meaningful to the business; the code entered can be letters or numerals, or a combination of both 

Keywords Field

• manually type in any appropriate word or phrase that might help locate this note in the future when using the [Search] button

• keywords are not managed by the List Maintenance feature  

Status Field

• the program notifies the user about outstanding tasks assigned to them when they login to the program

• this field reflects the current condition of a task that is associated with the current; the possibilities are:

• • OK

  • Today

  • Late

Followup Task Field

• use this field to select the type of any additional activity that will be associated with the note or task

• use the List Maintenance Note Actions list to define follow-up actions that are meaningful to the business

Assigned To Field

• select the user to whom the task is assigned via the drop-down list, which is populated with the names of users that are defined in OMS 's Security System

• if a user name is not selected from the drop-down list, the task is assigned to the user that creates the task 

Scheduled For Field

• enter the target date by which the Task must be completed

Completed Field

• when the [Completed] button is clicked, this field will be populated with the current date in the first field and the time of day appears in the second field on this line

Enter your note here:  Field

• enter the brief description of the note or task in this field

Today Button

• use this button to enter the current day's date into one of the date fields

Tomorrow Button

• use this button to enter tomorrow's date into one of the date fields

Calendar Icon

• use this button to open an electronic calendar and choose the date that is entered into one of the date fields

Save Button

• click this button to create the note

Cancel Button

• click this button to exit the screen without creating the note (prior to the [Save] button being clicked)

Created: 1/24/12

Revised: 4/18/12

Published: 04/14/16