Sometimes when you are entering an order on the Customer Service tab, you may encounter the need to print a special message on one or more of the print documents for the order.
For example, you might want to include a survey with the packing list; the message that would print on the packing list would thank the customer for their order and ask him or her to fill out the survey, which would help you improve your customer service.
Or maybe if the customer called to place a new order but also express dissatisfaction with a previous order, you may want to print a special customized message on one of the print documents regarding the previous problem order.
Use the Current Order screen on the Customer Service tab to add messages that should be printed on one or more documents for an order. When you add an order message, you need to specify one or more of the following print documents that should have the message: delivery ticket, invoice, order acknowledgment, packing list, and pick ticket.
Note: Standard order messages are created and maintained in the Order Message maintenance of the System Configuration screen of the Vision Configuration tab. To create and maintain standard order messages, you must have the proper security privileges. The File Maintenance OE job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information about security, refer to About roles and job functions. For information on how standard order messages are created, refer to Create or modify standard order messages.
Note: You do not need any special security privileges to be able to add a standard order message to be printed on order documents.
On the Customer Service tab, click the Current Order button. The Current Order screen appears.
Click the Order Message button (
). The Order Messages dialog box appears. (Click Order Messages dialog box to see a sample.)
In the Document Print Selection area, select one or more check boxes for any document that should include the order message. Valid options are:
Delivery Ticket
Invoice
Order Acknowledgment
Packing List
Pick Ticket
There are several ways to specify an order message for printing on the selected document(s):
To add a standard order message, select its message description in the Order Message drop-down list.
To create your own message, type it in the Free-Form Order Message Text box.
To add a standard order message and create your own message, follow both step a and step b above.
To copy one of the standard order messages and then customize it for the current order:
In the Order Message drop-down list, select the message description of the message you would like to copy.
The message text is shown in the Order Message Text box. Select the text in this box that you would like to copy.
While holding down the Ctrl key, press the c key. This is the standard keyboard shortcut combination for the copy function.
Place the cursor in the Free-Form Order Message Text box.
While holding down the Ctrl key, press the p key. This is the standard keyboard shortcut combination for the paste function.
In the Order Message drop-down list, select <None>. (Otherwise, both the standard order message shown in the Order Message Text box as well as the customized message in the Free-Form Order Message Text box are printed on the selected document(s).
Click OK. If you selected a standard message and also typed a free-form message, a warning is displayed to make sure that you want to proceed with printing both messages on the selected document(s). (Click Are you sure? pop-up window to see a sample.)
The image on the Order Message button changes to a filled message image (
) to indicate that an order message will be printed on one or more of the order's documents. You can click the Order Message button again to review the message in the Order Messages dialog box and see which documents will have the message.