IdealWare Online Users Manual

SP4-11 S/P MAINTENANCE
31676 Order Messages Maintenance

 

PURPOSE

 

The order messages maintenance program enables you to add, modify and delete boilerplate messages to insert into sales orders. Depending where you insert the message, it will print either at the beginning, end or at any line in the order. See 31673 - SALES ORDER ENTRY, MISC. ORDER MESSAGES.

 

These messages could include such things as: mission statements, safety warnings, commonly used installation procedures, copyright statements, responsibility disclaimers and the like. However, the order messages maintenance program enables you to create order messages on whatever topic you choose. For example, you could create seasonal greetings, promotional sales and events announcements, special offers and discounts, company news, invitations, etc.

 

The order messages inserted into an order do not affect the order amounts, prices or totals in any way. The messages are simply text insertions. If you create message statements referencing included discounts, surcharges or the like, such discounts and charges must be added to sale separately.

 

Order Messages Maintenance is accessed from:

  • Order Processing Maintenance menu.
  • Sales Order Entry, Detail Line Entry.

 

PROCEDURE

 

Select Order Messages Maintenance from the Order Processing Maintenance menu or the [F1] option of order message entry of Sales Order Entry, Detail Line Entry. The order messages maintenance screen displays.

 

ORDER MESSAGES MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/10/08                                                                        â”‚
│                       END OF ORDER MESSAGES MAINTENANCE                        â”‚
│                                                                                â”‚
│                                                                                â”‚
│    PARAGRAPH CODE            ___                                               â”‚
│                                                                                â”‚
│                                                                                â”‚
│             10        20        30        40        50        60        70     â”‚
│     1234567890123456789012345678901234567890123456789012345678901234567890     │
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

PARAGRAPH CODE

 

Enter message code to access, modify or delete.

 

To add a new code see ADD A CODE. To modify or delete an existing code see MODIFY AN EXISTING CODE.

 

 

[F4] to exit to menu.

 

[F5] to display list of order messages for selection.

 

 Example Order Messages Maintenance Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/10/08                                                                        â”‚
│                       END OF ORDER MESSAGES MAINTENANCE                        â”‚
│                                                                                â”‚
│                                                                                â”‚
│    PARAGRAPH CODE            SIS                                               â”‚
│                                                                                â”‚
│                                                                                â”‚
│             10        20        30        40        50        60        70     â”‚
│     1234567890123456789012345678901234567890123456789012345678901234567890     â”‚
│                                                                                â”‚
│     ABOVE LINE TO PRESTAIN ONE SIDE-ONE COAT ON SMOOTH FACE                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER TO CONTINUE; 'M' TO MODIFY; 'D' TO DELETE: _                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The cursor advances to the editing window and the program enters edit mode.

 

 

Special Editing Keys:

 

[HOME] to move cursor to the left margin of the current line.

 

[END] to move cursor to the right margin of the current line.

 

[INSERT] to toggle between INSERT and TYPEOVER modes.

 

[DELETE] to delete the character at cursor.

 

[BACKSPACE] to delete the character to the left of cursor.

 

[←] [→] [↑] [↓] to move cursor as indicated by selected arrow key.

 

[F2] to delete the current line.

 

[F6] to reformat text by removing extra spaces and hard returns.

 

[F4] to end text entry.


You can add any number of lines of 70 characters each. Bear in mind, however, that the order messages should be brief since they are intended to print on an invoice in addition to product lines. Typically, single lines are created and worded in such a manner that they can be combined in various ways to produce a number of different 2 or 3 line order messages.

 

For example you might create a seasonal heading text such as:


               10        20        30        40        50        60        70
       1234567890123456789012345678901234567890123456789012345678901234567890

                         CHECK OUT OUR SEASONAL SPECIALS!

 

This generic heading could be combined with any of the following typical seasonal items that might be on sale during their specific seasons.


               10        20        30        40        50        60        70
       1234567890123456789012345678901234567890123456789012345678901234567890

  #1   1/2 price on roses this Valentine's Day for that special someone!
  #2   Protect your wooden decks with weatherseal, 10% off until June 21st
  #3   In store specials on redwood patio furniture until Labour Day
  #4   Block out Old Man Winter with foam weatherstripping and polyseal
       25% off until Dec 15th on selected items

 

When you have completed entering text press [F4]. The following prompt displays.

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to PARAGRAPH CODE field.

 

[F2] to not add a new code.

 

You can enter a different NEW code, an existing code or press [F4] to exit the program.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code the text is displayed and you are prompted to modify or delete the code.

 

** ENTER TO CONTINUE; 'M' TO MODIFY; 'D' TO DELETE:

 

[Enter] to clear the display and return to the PARAGRAPH CODE field.

 

"M" to modify text.

 

The program enters edit mode and the cursor is positioned at the end of the existing text. When you have completed making your modifications to the text press [F4]. The following prompt displays.

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.


[F2] to modify.

 

The program reenters edit mode.

 

 

[F4] to discard all edits and return to PARAGRAPH CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.