Adding Notes and Instructions on Purchase Orders

Use the Header screen to add notes to purchase orders for vendor-specific comments, such as Please notify upon receipt or vendor instructions, such as Deliver to the back loading dock. You can also add product specific notes, such as hazardous material (HAZMAT) criteria.

In addition, you can add reminder notes to individual line items. For example, you need to order a water heater. You can have a reminder that displays giving you the recommended parts that you need to go with the water heater. This reminder can display on the window until the next line item is entered. Use the Display Reminder Notes Until Next Product Is Enteredcontrol maintenance record to indicate if you want the reminder to display in this manner.

Note: If you can change the ship-from vendor, using the Header tab, with instructions or notes attached, the system will prompt you to use the current vendor instructions or notes for the newly selected vendor.

To add a standard vendor note:

1. From the Purchase menu, select Purchase Order Entry to display the purchase order entry window.

2. Display the purchase order for which you want to add a note.

3. Click the Header tab to display the Header window.

4. From the Additional menu, select Vendor Internal Notes to display the standard notes selections.

5. Select a note to attach to the window.

Note: If no entries are found, the message "No standard entries found." Click OK to continue. To create a new note, see Creating Vendor Notes.

6. To type a free-form note, enter the information in the Internal Notes field at the bottom of the window.

7. Save your changes and exit the window.

To add a vendor instruction:

1. From the Purchase menu, select Purchase Order Entry to display the purchase order entry window.

2. Display the purchase order for which you want to add a note.

3. Click the Header tab to display the Header window.

4. From the Additional menu, select Standard Instructions.

5. Select an instruction to attach to the window.

Note: If no entries are found, the message "No standard entries found." Click OK to continue. To create a new note, see Creating Vendor Notes.

6. To type free-form instructions, enter the information in the Internal Notes field at the bottom of the window.

7. Save your changes and exit the window.

To add a product specific note:

1. From the Purchase menu, select Purchase Order Entry to display the purchase order entry window.

2. Display the purchase order for which you want to add a note.

3. Click the DetailScheduling tab to display the scheduling window.

4. From the Options menu, select Schedule.

5. Highlight the product for which you want to add a note.

6. From the Edit menu, select Product Notes.

7. Select a note to attach to the window. To create a new note, see Writing User-Defined Notes.

8. Save your changes and exit the window.

See Also:

Adding Comments to PO Line Items