Creating a product note

Use the Notes context application to attach a note to a product record in Product Setup or Product Catalog Setup. These instructions describe the procedures for attaching a product note in Product Setup.

  1. Select the product in Product > Setup.
  2. In the Notes context application, click the Expand icon.
  3. Click New.
  4. Optionally, select a Category.
  5. Specify the note in the Text box.
    Note: If you create a note that is more than 16 lines of 60 characters per line, the note is divided into multiple, separate note records. After you create a lengthy note, review all records that are created to ensure the same restrictions are applied to subsequent records as are applied to the original note. This is especially important if you maintain a multi-page note after you create it. Select the Fixed Width Display option to view the text as fixed-width font, to see how each line appears on the note record.
  6. Optionally, select Required, Header Note, or Secured.
  7. To print the note on external documents, select Print Note.
  8. Select from these Print Restriction options:
    Print All
    Select this option to print the note on all documents in the Print Restrictions list. Only those documents set up as Print Format 4 in SA Administrator Options-Documents-Sales Orders-Printing are displayed in the list. You must be using Infor Document Management to restrict the documents on which notes are printed.
    Uncheck this option to also uncheck each document.
    Acknowledgement
    Select Acknowledgement to print the note with a sales order line on order acknowledgements.
    Pick Ticket
    Select Pick Ticket to print the note with a sales order line on sales order pick tickets.
    TWL Pack Slip
    If you are using the Total Warehouse Logistics (TWL) module, select TWL Pack Slip to print the note with the product on packing slips printed through TWL.
    Invoice
    Select Invoice to print the note with the sales order line on invoices.
    Purchase Order
    Select Purchase Order to print the note with the product on purchase orders.
    Value Add Pick Ticket
    If you are using the Value Add module, select Value Add Pick Ticket to print the note with the product on Value Add pick tickets.
    Warehouse Transfer Pick Ticket
    Select Warehouse Transfer Pick Ticket to print the note with the product on transfer pick tickets.
  9. Optionally, select these options to control how the note should print for customers and vendors:
    All Customers
    Select this option to print notes on customer documents for all customers.
    Uncheck this option to limit notes printing for customers. When unchecked, the Restricted Customer field is displayed for entry. You have two options:
    • Leave the Restricted Customer field blank if the note should not print for any customers.
    • Specify a valid customer number to limit the printing of the note on external documents for that customer only.
    All Vendors
    Select this option to print notes on vendor documents for all vendors.
    Uncheck this option to limit notes printing for vendors. When unchecked, the Restricted Vendor field is displayed for entry. You have two options:
    • Leave the Restricted Vendor field blank if the note should not print for any vendors.
    • Specify a valid vendor number to limit the printing of the note on external documents for that vendor only.
  10. Optionally, specify an Expire Date. Notes are not printed on any selected documents on or after the date specified. This uses the current date, except when printing invoices. Invoice printing uses the invoice date when comparing against the Expire Date.