Auto Copy Customer Notes to Sales Orders

Overview:

Your company maintains Customer Notes, typically for shipping instructions, which they manually enter on all Sales Orders for those Customers. You would like to automatically copy these notes to each Sales Order created for these Customers.

Proposed Solution:

A Flexibility script will be written to automatically populate the Sales Order Header Comments with the related Customer Notes and subsequently to transfer those notes to a Line Item Note when the Sales Order is completed.

Detail of Requirements:

Sales Orders are defined two ways.

1. Manually entered sales orders
2. Orders integrated through EDI

• The notes must be accessible to be modified during the order entry process.
• The Line Item note should be coded as an Item Note with the type (T) so it will only print on a standard Macola Pick Ticket.
• On the Pick Ticket, the notes must print after the last line item prints.

Detail for Manually entered sales orders

The Customer Notes would be stored in the Macola System Notes table (SYSNOTES). The note type would be "AR-CUSTOMER". The specific note 'topic' that will be copied will be "ORDER".

• NOTE: Since the System note fields are 50 characters but the Sales Order Comment fields are 40 characters, the System Notes should not exceed 40 characters per line. If a line exceeds 40 characters, it will be truncated to 40 characters per line when it is copied to the Sales Order.

During order entry, the user will enter the customer and order header information. When the user moves to page two (Line Item Entry) and the cursor lands on the item_no field, the program will read the SYSNOTES table for that customer and look for topic 'ORDER'. Any comments found will be copied to the OE Comment Table (OELINCMT) as a Header Comment. This will give the user the ability to add/edit/delete the comments as needed.

When the order is completed, the program will change all of the order Header Comments to Line Item 'Item Notes' with the type 'T' ( Picking Ticket). These Notes will be attached to the last item entered on the sales order to insure that the notes print after all of the line items print.

• NOTE: If you do a partial shipment and the last line has already shipped, the notes will not appear on the order reprint or on subsequent Pick Ticket reprints.

Orders integrated through EDI

After completion of the EDI Order Entry process, you will visit each order manually. The identical process described above will be applied to these orders.