Add Notes

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Overview

Monsoon Order Manager allows the user to record information in the form of a note or task to be associated with an order, customer, supplier, or product. Tasks are notes that require an action on the part of the assignee.

The Add Notes screen 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.

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

Description of the Add Notes screen

Add Notes Screen

Entered

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

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 a different user as the creator of the task

Event

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

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

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

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:
1. 1. - OK
    - Today
    - Late

Followup Task

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

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 Monsoon Order Manager '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

enter the target date by which the Task must be completed

Completed

when the Completed button is selected, 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