Enter Project Item Notes

When you click Inventory and then Item, Branch, or Item cost, select the item, and click Notes in the Project Maintenance (PSM) program, you can enter notes for the item.

After you transfer the project, the system can transfer these notes for this 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).

Select the item for which you want to enter notes and click Select.
Click Notes for the item record.
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.
Sales order entered in the Sales Order Maintenance (OE) or One-Step Invoice Entry (RE) program	Click Sales ord.
Requisition entered with the Requisition Maintenance (IRM) program	Click Req.
Purchase order entered in the PO Maintenance (VOE) program	Click Purchasing.
Manufacturing order entered in the Manufacturing Order Maintenance (MIM) program	Click Mfg orders.
Branch transfer entered in the Branch Transfer Maintenance (ITM) program	Click Transfers.
Sales quote entered in the EDI/Sales Quote Maintenance (QOE) program	Click Quotes.
Exit notes	Click OK.

Click Add to add note lines. The program prompts Sequence number to start.
Accept the displayed default, which is the next logical number given the highest numbered existing note line, or enter a different sequence number. The program prompts Sequence increment.
Accept the displayed increment (10 is the default), or enter a different increment.
(Optional) Press Shift/Tab to change the note type from P for printable to:

Use	To	Prints header notes	Prints line notes
B for before	Print before items and other notes	Before items and line type B notes	After header type B notes and before each line item
P for printable	Print after items	After all line items and line type P notes	After each line item
N for non-printable	Omit from printing	None	None

See Background for the sequence in which notes print when you use both types B and P for both header and line notes.

When you change types, the new type becomes the default for subsequent note lines.

Enter note text of up to 50 characters and press Enter at the end of the line. Enter as many additional lines of notes as are necessary. Press Enter twice to insert a blank line.
Press F2 on a blank line to end note entry.
Choose the appropriate options:

To	Do This
Add another line of notes	Click Add.
Change note text	Click Change. See Change Notes.
Delete note lines	Click Delete. See Delete Notes.
Transfer notes from another program	Click Transfer. See Transfer Notes. This button is available only if parameters have been set up in the Notes Transfer Parameters (XCMT) program.
Display notes from a specific line	Click Restart. The program prompts Display starting at sequence number. Enter the number of the line you want to display at the top of the screen.
Exit notes	Click OK.
Display the first page of notes	Click First page.
Display previously displayed notes	Click Previous. The display ends with the first note sequence number listed on the screen from which you selected Previous.
Display additional notes	Click Next. The display begins with the last note sequence number listed on the screen from which you selected Next.
Display the last page of notes	Click Last page.