Notes context application

Use the Notes context application in Infor Ming.le to view, create, and maintain notes that are attached to Distribution SX.e entities. You can view the notes in the Notes app in the Context Apps panel or in the maximized Notes window.

You can only add notes for the entities that are displayed on the tabs in the Notes context application. The number on the tab indicates how many notes were created for the entity. If the Notes context application is blank and does not display any buttons, you cannot add a note from your location in the function.

See Note availability for this information:

  • A list of functions in which the Notes context application can be used
  • The type of notes that are displayed for each function
Note: By default, you can view, create, maintain, and delete notes for most entities. Customer, contact, and product notes are view only, unless your operator security allows you to create, edit, or delete them.

The highlighted tab indicates for which entity you are creating the note. If you create a global note, the note is attached to these entities without regard to suffixes:

  • Sales orders
  • Purchase orders
  • Transfers
  • Work orders
  • Value Add orders

For example, if sales order 1234-00 results in back order 1234-01, the Order Global note is attached to the original sales order and the back order.

When you create a note, you can select these options:

  • Required

    Select this option to ensure that the note is read by all users.

  • Secured

    Select this option to restrict access to the note. If you select Secured, the other options are not available.

    For operators to view secured notes, Yes must be selected in the Allow Access to Secured Notes field on their SA Operator Setup-Controls record.

  • Print Note

    Select this option to choose documents on which the note is printed.

This table shows the documents that you can print, based on the entity:

Entity Documents
Customer, Customer ship to Acknowledgment, pick ticket, advanced ship notice, invoice
Product Acknowledgment, sales order pick ticket, invoice, purchase order, TWL packing slip, Value Add pick ticket, warehouse transfer pick ticket
Catalog product Acknowledgment, sales order pick ticket, invoice, purchase order, TWL packing slip, Value Add pick ticket, warehouse transfer pick ticket
Purchase order Pre-receiving report, purchase order, EDI 850 outbound (PO)
Sales order Acknowledgment, pick ticket, advanced ship notice, invoice, EDI 810 outbound (acknowledgment)
Vendor, Vendor ship from Pre-receiving report, purchase order, and EDI 850 outbound (PO)
Warehouse transfer Pre-receiving report, warehouse transfer

You cannot attach a note to a tied document in the function in which you created the tie. For example, if you source products from another warehouse, you cannot attach a note to the warehouse transfer or From Warehouse entity from Sales Order Entry. You must access the warehouse transfer in Transfer module to add notes to these entities. If you attached notes to Product or Warehouse entities in Sales Order Entry, the notes are displayed in the Transfer module because these entity notes are available in both functions. The Warehouse note that you specify in Sales Order Entry is displayed as a To Warehouse note in the Transfer module.