Inventory: Notes

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Overview

• The Inventory: 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. screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) displays notes related to the currently viewed product inventory record.

• The program writes a note in an inventory record when certain actions are performed. Users can also manually add notes or tasks for an inventory record.

• This screen is accessed via:

Main Menu>Accordion>Manage My Inventory>View & Manage My Inventory>Notes

Description of the Screen

Task: Buttons

Complete

• marks the selected 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. as completed on the current date and time
• the task will no longer appear in the assignee's task list

Cancel

• if a task is no longer relevant or needed, click this button to mark it as completed and it will no longer appear in the task list for the person to whom it was assigned
• to completely remove the task from the system, use the [Delete] button  

Reply

• enter a new note as a response to another note or task

Clear Filter

• if the [Search] button has been used to locate the note or task, clicking this button removes the filter based on the search criteria that was previously entered

Search

• this button will open the Search for Notes screen, where the user may enter criteria to find a particular note or task

Add

• use this button to add a new note or follow-up task

Edit

• use this button to add more information, or change the information in an existing note or task

Delete Button

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a note or task from the list and click this button to remove it from the system

• system parameter AllowDeleteNotes must be set to TRUE

• if a note or task has an associated reply it cannot be deleted from the system

• to prevent the note or task from appearing on a user's task list without removing it from the system, use the [Cancel] button instead

List of Notes Section

• select a note from the list at the top of the screen and view its details below the yellow Notes for SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory: divider.  

Entered Field

• the date the note or task was entered is in the first adjacent field and the time of day appears in the second field on this line

By Field

• this field reflects the name of the user that entered the note or task

Event Field

• this field is used to categorize notes or tasks; select one of the pre-defined events, for the note or task's creation 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

• 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  

Followup Field

• use this field to select the type of follow-up activity 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 will be assigned via the drop-down list, which is populated with the names of the users that are defined in OMS 's Security System  

When Due Field

• enter a date when the task needs to be finished

Completed Field

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

Type Field

• indicates the type of record that the note or task applies to (Order, Customer, Inventory, or Supplier vendor); it can also indicate that this note is a Reply to another note or task

Additional Information

Created:

Revised: 6/11/12

Published: 04/14/16