Enter Notes for Items

You can enter notes for items in the Enterprise Item Maintenance (IM), Branch Item Maintenance (IMB), and Item Cost Maintenance (ICM) programs.

The system can transfer these notes for an item to a new sales order, requisition, purchase order, manufacturing order, branch transfer, and sales quote. Use the Note Transfer Parameters (XCMT) program to set up transfers from one program to another. Also make sure that you set the Transferred note sequence duplication option in the System Options Maintenance (XM) program (Enterprise Options).

  1. Enter or select the item record for which you want to enter notes.

  2. Click Notes for the item record.

  3. Choose where you want the item notes to be transferred:

To enter item notes for a/an

Do This

Inventory program or any type of transaction

Click Inventory. See Enter or Change Notes.

Sales order entered in the Sales Order Maintenance (OE) or One-Step Invoice Entry (RE) program

Click Sales ord. See Enter or Change Notes.

Requisition entered with the Requisition Maintenance (IRM) program

Click Req. See Enter or Change Notes.

Purchase order entered in the PO Maintenance (VOE) program

Click Purchasing. See Enter or Change Notes.

Manufacturing order entered in the Manufacturing Order Maintenance (MIM) program

Click Mfg orders. See Enter or Change Notes.

Branch transfer entered in the Branch Transfer Maintenance (ITM) program

Click Transfers. See Enter or Change Notes.

Sales quote entered in the EDI/Sales Quote Maintenance (QOE) program

Click Quotes. See Enter or Change Notes.

Exit notes

Click Exit.