Notes context application

Use the Notes context application in Infor Ming.le to create, view, 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 the Infor Distribution SX.e User Guide for a list of functions in which the Notes context application can be used, and the type of notes that are displayed for each function.

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:

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.

Standard and simple notes

Infor Ming.le supports standard notes and simple notes. Standard notes, or integrated notes, are stored in Distribution SX.e. You can print standard notes and flag them as secured or required. Simple notes are stored in the Notes context application. You can only flag simple notes as secure.

The type of note you can create depends on the record. Simple notes are created for these types of records. Standard notes are created for all other records:

• Warehouse records that are created in Product Warehouse Description Setup
• Price and discount records created in PD Pricing Setup
• Certification and license records created in Product Certification/License Setup

Note indicators

If a note is attached to an entity, an indicator is displayed below the entity field or in the associated Notes column in a grid. The notes indicator for a required note is red. The notes indicator for a note that is not required is blue. Only simple notes that are flagged as required generate a notes indicator.

Only simple notes that are flagged as required generate a notes indicator.

If a note for an entity is required, the Notes window might open automatically when you perform these actions:

• Specify the entity in a function.
• Access a record that contains the entity.

This feature is controlled by business rules that are maintained by the system administrator.

Note organization

The list of notes for an entity is separated into header notes and non-header notes. When you create a note, it is added to the list of notes in the Notes context application in descending order by date. You can reverse the order of the notes list to ascending order by date. You can also use the drag functionality to organize notes. You cannot drag header notes into the non-header notes. Similarly, you cannot drag non-header notes into the header notes.

Note formatting

When you save a new or existing note, it is formatted to 16 lines per page with 60 characters per line including spaces. If a note exceeds 16 lines, one or more additional notes are automatically created, based on the number of lines. For example, if your original note contains 40 lines, three notes are created. The first two notes contain 16 lines each and the third notes contains eight lines. You can edit the additional notes.

The additional notes are saved at the bottom of the list of notes on the Notes window. You can reorganize the notes to group the additional notes with the original note.

If a line exceeds 60 characters and contains spaces, the new line starts with the word that contains 61st character. If a word exceeds 60 characters, the new line then begins with the 61st character of the word.

Select the Fixed Width Display option to resize the text area to 16 lines high by 60 characters wide. Use this option to better assess the amount of content in a note and at what line and word the next line or note begins. The fixed width content is displayed in Courier New font. If you select the Fixed Width Display option, it remains selected from session to session.