Sometimes when you are entering an order on the Customer Service tab, you may encounter the need to print a special standard 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.
The Order Message maintenance on the System Configuration screen of the Vision Configuration tab is where you create new and modify existing standard order messages. Once a standard message has been created, it is available for selection; it can be printed on one or more documents, such as delivery ticket, invoice, and order acknowledgment, of any order. For more information on order messages, refer to Add an order message to be printed on documents for this order.
Note: To access the Order Message maintenance , you must have the proper security privileges. The File Maintenance OE job function needs to be assigned to one of you roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions. Note that 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 Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click the Miscellaneous Information folder to expand its contents.
Click the Order Message subfolder to expand its contents.
To create a new standard order message, right-click the Order Message subfolder and select Add New Order Message on the shortcut menu.
— or —
To modify an existing standard order message, click the corresponding folder.
The Order Message screen appears.
In the Description field, type a brief description of the order message. This description, in addition to the Order Message ID, helps to identify the message to customer service reps who would like to include a standard order message in printed order documents such as invoices and order acknowledgments.
In the Message field, type the message that should be printed when this order message is selected during order entry to print on order documents such as invoices and order acknowledgments.
Click the Accept button.