Adding Notes to Order

The Notes tab lets you add additional information related to the part order. In the Notes tab, you can:

· Delete Notes

Tip

To view the Notes tab, click the Notes link.

Note: A notes icon in the Notes tab indicate that a note is added to the part order.

To view a note

Steps to view a note

Search and view the appropriate record.
Click the Notes tab.
You can view the notes in one of the following ways:

Click the Show All Notes link to view all the notes.
Click the next to the note you want to view.

To add a note

Steps to add a note to a record

Search and view the appropriate record.
Click the Notes tab.
Click the Add New Notes link.

The Add Order Note dialog box opens.

In the Subject box and Note box, type the subject and details of the note respectively.

Required fields are marked with a red *.

Click one of the following:

Save to save the note and close the Add Order Note dialog box.
Save & New to save the note and add another note.
Cancel to disregard any changes and close the dialog box.

Note: After you add note to a part order, the notes icon is displayed in the Notes tab.

To edit a note

Steps to edit a note

Search and view the appropriate record.
Click the Notes tab.
Click next to the note you want to edit.
Click the Edit Note link.

The Edit Order Note dialog box opens.

Make the desired changes.
Click one of the following:

Save to save the note and close the dialog box.
Cancel to disregard any changes and close the dialog box.

To delete a note

Steps to delete a note

Search and view the appropriate record.
Click the Notes tab.
Click next to the note you want to delete.
Click the Edit Note link.

The Edit Order Note dialog box opens.

Click Delete.
In the Delete Order Note dialog box, click one of the following:

Yes, delete the Order note to confirm the deletion.
Cancel to disregard any changes and close the dialog box.