Setting up order header notes

You can enable users to add a note to the header of their orders in the Shopping Cart. When the order is submitted, the note is sent to the ERP on the ProcessSalesOrder BOD.

To enable this feature, use the Business Center to assign users to a role that has the Order Header Notes feature element.

All users can view notes that have been added to orders. Users can view existing notes in the Shopping Cart, Check Out, and Order Details pages.

To ensure that your ERP can accept the note, configure the length of the notes field. Specify a length that is equal to or less than the length that your ERP can accept.

  1. In the Business Center, select Application Setup > Application Details.
  2. Select the Ordering group.
  3. In the Order Header Note Character Limit field, specify the maximum length of the note. The maximum value that you can specify is 1024.
  4. Click Save.