Inventory: Notes

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Overview

The Inventory: Notes screen 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>Manage My Inventory>View & Manage My Inventory>Notes.

Description of the screen

Inventory: Notes

Task:

Complete

marks the selected task 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, select this 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, selecting this button removes the filter based on the search criteria that was previously entered

Search

opens the Search for Notes screen, where the user may enter criteria to find a particular note or task

Add

add a new note or follow-up task

Edit

add more information, or change the information, in an existing note or task

Delete

select a note or task from the list and click this 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 : divider.

Entered

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

this field reflects the name of the user who entered the note or task

Event

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

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

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

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

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 Monsoon Order Manager 's Security System

When Due

enter a date when the task needs to be finished

Completed

when the Completed button is selected, the current date is populated in the first field and the time of day appears in the second field on this line

Type

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

Additional information

List Maintenance

Notes

View Notes & Tasks

Created:

Revised: 8/11/15

Published: 08/19/15