Throughout Inform ERP, you can add notes, special instructions, internal, and external comments that will appear onscreen and sometimes on printed documents.
Company Master Notes Settings
The following Company Master settings impact how notes behave within Inform ERP.
| Flag | Values | Description |
|---|---|---|
| Alert Product Internal Notes | Y | blank | Y displays product notes whenever the product is accessed within Inform. See Attach notes to a product |
| Show Internal Notes on S/O Print | Y | N | Y displays all internal notes related to the sales order on the printed sales order. |
| Print Product Internal Notes on Receiving Ticket | Y | N | Y prints product notes on the receiving ticket, regardless of the Alert Product Internal Notes setting. |
| Enter Dispute Notes at stock receiving | Y | N | Y displays a pop-up in which you can type dispute notes during a stick receipt. |
| Show Customer Internal Notes in Cash Receipts | Y | N | Y displays customer notes when the customer is accessed in cash receipts. |
Special Instructions:
| Path | Where enter | Where appear |
|---|---|---|
| File>Vendor>Master | Purchasing tab |
On the Purchase Order screen every time you order from the vendor.
|
| Sales>Order | Special Instructions |
Delivery notes, such as "Must deliver before 3 PM!" Prints on the Truck Manifest. Add delivery notes and invoice messages |
| Sales>Order, Header tab | Invoice Message | Invoice notes such as "Tax credit for order #12345." Prints on the invoice, only. Add delivery notes and invoice messages |
Internal Notes
| Path | Where enter | Where appear |
|---|---|---|
| File>Vendor>Master | Notes | Throughout inform, whenever you open the vendor. These notes are considered "Internal Comments." They will not be shared with the vendor. |
| File>Customer>Master | Notes |
Throughout inform, whenever you open the customer. These notes are considered "Internal Comments." They will not be shared with the customer. |
| Sales>Order, Detail tab | Right-click Product>Internal Comments |
These "Internal Comments" about the product on this order that will appear within the Inform screens, but nowhere else. Add delivery notes and invoice messages |
| Sales>Order>Header | Internal Notes |
Notes that appear on the order within Inform, but nowhere the customer will see them. Add delivery notes and invoice messages
|
| Accounts>Accounts Receivable>Customer Ledger, Invoices tab | A/R Notes | Notes related to payments on the account. These notes can also have activities associated with them. Not shared with customers. Add accounts receivable notes to an account |
| File>Product>Master | Notes | Internal notes that appear each time the product is queried. These notes are considered "Internal Comments." They will not be shared with the customer. |
| File>Product Line | Internal Notes | Internal notes that appear each time a product within this product line is queried. These notes are considered "Internal Comments." They will not be shared with the customer. |
Notes/Comments
| Path | Where enter | Where appear |
|---|---|---|
| Sales>Order, Detail tab | Right-click Product>External Comments | Notes that print on all customer facing documents. Add delivery notes and invoice messages |