Version 7.5
Version 7.5
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The Notes Tab of the Suppliers screen displays a list of all the Notes or Tasks associated with the currently viewed supplier in the right-hand pane. Select a note from the list and view the details of that note in the lower half of the screen.
To use the Task system, SEOM's Security System must be enabled and user accounts created, so that tasks can be assigned to a particular individual. It is not necessary to have the security system enabled to create Notes, however.
Use the buttons across the top of the tab to manage the note or task: view outgoing emails associated with the current note, reply to the note, search for a note, as well as Add, Edit, Cancel or Complete a note or task.
The Delete button will not be visible unless system parameter AllowDeleteNotes is set to TRUE. If a note or task has an associated reply, the program will not delete it, even if this parameter is TRUE. Refer to Knowledge Base articles, Notes and Tasks for more information about these functions.
Supplier: Notes tab
if the selected note or task has an outgoing email associated with it, this button is visible and opens the Preview Email Message screen, which displays the subject and text of the correspondence
when a follow-up task associated with the note or task has been finished, click this button to is mark it complete; it will no longer appear in the Assignee's task list
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
this button opens the Add Note screen, where additional information can be added to the selected note or task, or it can be re-assigned to another user, etc.
if the [Search] button has been used to locate the note or task, clicking this button will remove the search criteria that was entered previously
this button will open the Search for Notes screen, where the user may enter criteria that can be used to locate a note or task quickly
this button will open the Add Note screen where the pertinent information can be recorded and a follow-up task can be assigned to the appropriate user
this button will open the Edit Note screen where additional information can be added to a note or task or its status can be changed, etc.
clicking this button will result in the selected note or task being removed 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
this pane is right below the row of buttons at the top of the screen
select a note or task to review its details below the Notes for Order # divider
this section is located below the Notes for Order # divider
the narrative details of the of the selected note or task are displayed here
the date the note or task was entered is displayed in the first field and the time of day will appear in the second field on this line
this field will reflect the name of the user who entered the note or task
this field is intended for categorizing 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
this field is intended for prioritizing 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
manually type in any appropriate word or phrase that will help locate this note when using the [Search] button
keywords are not managed by the List Maintenance feature
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
select the user to whom the task is assigned via the drop-down list, which is populated with the names of the users defined within in SEOM's Security System
enter a date by which the task needs to be completed
when the Complete button is clicked, this field is populated with the current date in the first field and the time of day appears in the second field on this line
indicates the type of record that the note or task applies to, Order, Customer, Inventory, or Supplier; it can also indicate that this note is a Reply to another note or task
Created: 1/27/12
Revised: 4/20/12
Published: 04/14/16