Pop-up Notes Features:

Transcription

1 Pop-up Notes The purpose of Pop-Up Notes is to streamline your internal communications. Pop-Up Notes gives you the ability to repeatedly issue Notes and reminders electronically. Instead of scribbled on memos or scraps of paper that are easily misplaced or accidentally thrown away you now use Pop-up Notes right within Navision. Notes taped to computer screens or laid in desk chairs will become a thing of the past. No longer will you have to coordinate the schedules of two or more people just to relay information. No more mental notes to try and remember to tell something to a co-worker because you just got a busy signal or found their desk empty. Pop-Up Notes accommodates the convenience of all employees company wide, while ensuring delivery. Pop-Up Notes can pertain to Customers, Vendors, Items, and Service Items or combinations of Customers/Items and Vendors/Items. They serve as reminders to whoever is entering a transaction for that particular Customer, Vendor or Item. Features: Pop-Up Notes specific to a Customer Pop-Up Notes specific to a Customer for a Specific Item Pop-Up Notes specific to a Vendor Pop-Up Notes specific to a Vendor for a Specific Item Pop-Up Notes for Items. If non-specific to a Customer or Vendor it is available to Pop-Up for all Customers and Vendors. Easily create the same Pop-up Note for a group of Items.

2 Easily specify which documents will display these Pop-Up Notes, such as: Sales, Purchase or Service Yes! Pop-Up Notes are available for Service Items, Service Documents, and Service Contracts. The Service Item Card can display the Service Item Pop-Up Notes, as well as the connected Item No. and Customers Pop-Up Notes. Pop-Up Notes automatically Pop Up when entering the Customer or Vendor on Sales, Service, Contract, and Purchasing Documents. Pop-Up Notes automatically Pop Up when entering Service Items and Items on Sales, Service and Purchasing Documents. Effective and Expiration dates on each Pop-Up Note control when note Pop Up. Benefits: Keeping the staff informed. Can t miss or forget important details about a Customer, Vendor, Item or Service Item. Managers can create Pop-up Notes in one place and the staff will automatically get the messages. Important details to remember about Customers and Vendors and Specific parts are easily stored and Pop-Up automatically when you need to know the information. Reminders of Vendor Promotions Reminders of Vendors promises on Shipping or Terms. Reminders on Customer requirements and/or expectations. Reminders on promises made to Customers. Pop-Up Notes can serve as Alerts. Dependencies: Navision General Ledger Navision Sales & Receivables, Basic Invoicing Works with: Customers, Vendors, Items, and Service Items. Sales: Quotes, Orders, Invoices, Credit Memos, Blanket Orders, and Return Orders Purchase: Quotes, Orders, Invoices, Credit Memos, Blanket Orders, and Return Orders Service: Quotes, and Orders Service Contract: Service Contracts, and Service Contract Quotes P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 2

3 Installation Instructions: PLEASE READ ENTIRE INSTRUCTIONS BEFORE BEGINNING. THE INSTRUCTIONS AND OBJECTS INCLUDED HERE ARE FOR USE WITH A 3.01 Navision Attain DATABASE OR GREATER. These instructions require a working knowledge of the C/SIDE development system. Add-on object files will arrive with all objects necessary to run the add-on including the dependencies. We bundle all add-on products that are needed to work together. This allows a one time installation of all the necessary objects. The following is a list of all objects that will be modified when Pop-up Notes is fully implemented. Type Count ID Name Table 1 18 Customer Table 2 23 Vendor Table 3 27 Item Table 4 36 Sales Header Table 5 37 Sales Line Table 6 38 Purchase Header Table 7 39 Purchase Line Table Service Header Table Service Item Line Table Service Item Table Service Contract Table Note Table Note Filter Form Customer Card Form Vendor Card Form Item Card Form Sales Quote Form Sales Order Form Sales Invoice Form Sales Credit Memo Form Sales Order Subform Form Sales Invoice Subform Form Purchase Quote Form Purchase Order Form Purchase Invoice Form Purchase Credit Memo Form Purchase Order Subform Form Purch. Invoice Subform Form Sales Quote Subform P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 3

4 Form Sales Cr. Memo Subform Form Purchase Quote Subform Form Purch. Cr. Memo Subform Form Main Menu Form Sales & Receivables Menu Form Blanket Sales Order Form Blanket Sales Order Subform Form Blanket Purchase Order Form Blanket Purchase Order Subform Form Service Order Form Service Order Subform Form Service Quote Form Service Quote Subform Form Service Item Card Form Service Contract Form Service Contract Subform Form Service Contract Quote Form Service Contract Quote Subform Form Sales Return Order Form Sales Return Order Subform Form Purchase Return Order Form Purchase Return Order Subform Form Note List Form Note Card Form Multi - Note Card Form Note Customer List Form Note Vendor List Form Note Item List Form Quick Note Display Report Purge Notes Codeunit Multi-Note Instructions for integrating Pop-up Notes into your Database Before starting, you will need to determine a couple of things about your database. IMPORTANT: Compile ALL existing objects before starting the installation. Resolve all compiling errors before starting installation. This assures that when you compile objects after the installation, any compiling errors at that time will be caused by the installation and not something before the installation started. Determine if any of the above listed objects have been modified in the database in which you are going to add Pop-up Notes. This is easily accomplished by starting an import of the appropriate fob file and looking at the import worksheet. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 4

5 WE HIGHLY RECOMMEND THAT YOU READ OUR TIPS AND WARNINGS PAGES LOCATED AT THE BACK OF THIS DOCUMENT BEFORE STARTING. If this is the first time that you are importing Pop-up Notes, then the only objects that may have conflicts are the base Navision objects. If you find that you have modified the same base Navision objects then you will need to manually integrate the Pop-up Notes changes found in those objects. To assist the manually integration process we have supplied a detailed Change Log. Files available for importing are: PopUpNotes_301b_All_ fob Start by importing this one file. It contains all the Pop-up Notes objects and all dependant addon objects. If you have conflicts. Then use the following Change Log to read about where the modifications exist and manually integrate the changes. 1. Copy the supplied fob(s), Documents (This manual), and optionally any provided sample databases to your local hard drive for integration and testing. 2. Start Navision Attain. 3. Go to Tools, Object Designer 4. Go to File, Import 5. Go to provided fob - PopUpNotes_301b_All_ fob 6. Select Open 7. You should get the following message. 8. Say NO. Open the Import Worksheet for review. (always) If none of the objects listed above have been modified in the target database you can import the object file. When you start the import, you will get a different message than the one shown above that states that no conflicts were found, select yes to import the objects immediately or select no to open the Import Worksheet. It is recommended that you select no so the Import Worksheet will open in all cases. Even when there are no conflicts you will need to import the.fob file in two(2) passes. 1. Once the Worksheet is open, go to the Action column and select SKIP on all the base Navision objects, and make sure the Higher numbered objects ( ) have the Create or Replace action and then select OK. 2. Next do the File, Import process again on the same.fob file. This time use the Replace All Button to flag ALL the objects with the Replace action. This will guarantee that all of the objects in the.fob actually get imported. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 5

6 You should get a screen similar to this. If there are conflicting objects the Import Worksheet will indicate which objects are in conflict. If you have any conflicting objects make a list of these objects. These are the objects you will have to hand integrate the Sales Pop-up Notes changes into. Instructions for hand integration of individual objects can be found in the Change Log. If some, but not all, of the above listed objects have been modified in your database you can import the ones that have NOT been modified by using the Import Worksheet to indicate which objects to replace and which objects to skip. Choosing replace next to an object in the Import Worksheet will cause that object in your database to be replaced by the import object of the same number. Choosing skip will prevent the object in your database from being replaced. Select replace for all objects NOT on your conflicting object list and select skip for all objects ON your conflicting object list. Using the merge option is not recommended as a means of dealing with modified objects. Using this option could make your task much harder. 3. Select OK ONLY after you have decided to Replace All, OR you have edited the Action column on the import worksheet. (Reminder: Please read our Tips and Warnings about Navision s Import process at end of this manual.) You must remember the objects that you selected to be skipped due to conflicts, so that P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 6

7 you can manually integrate the changes later. (Write them down now or take a print screen.) 4. After saying OK, the Navision Import dialog box will say: create: X and replace XX. 5. At this stage there are new tables, forms, and reports added to your database. But they have no data in them. 6. If you were able to import and replace ALL objects then Compile all the objects. Problems or objects that were not able to be compiled will be marked. Use the View, Marked only choice from the tool bar at the top of the Navision screen while still in the Object Designer. If you exiting object designer will remove the marks!! And you will have to compile again to know which objects failed. 7. If there were Conflicting objects or compile errors, please continue reading and compare the Change Log to the database objects. 8. If there are not conflicts or compile errors then you have completed the installation and you can skip the change log area and continue on with the Addon Setup & Workflow section. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 7

8 CHANGE LOG: WARNING: If Pop-up Notes are installed with FastFind, the Pop Up on the Customer ID will have to be moved to another field to prevent conflicts. We recommend Requested Delivery Date. Table #18 Customer table: 1 Add the following fields: Enabled Field No. Field Name Data Type Length Description Yes Check For Note Boolean POPN Yes Pop-Up Notes Boolean POPN 2 Define the Pop-Up Notes field as a flow field with the following properties: Non-editable CalcFormula: Table Filters: P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 8

9 Table #23 Vendor table: 1 Add the following fields: Enabled Field No. Field Name Data Type Length Description Yes Check For Note Boolean POPN Yes Pop-Up Notes Boolean POPN 2 Define the Pop-Up Notes field as a flow field with the following properties: Non-editable CalcFormula: Table Filters: BE SURE TO CHANGE THE TYPE TO THE APPROPRIATE TABLE: IN THIS CASE TYPE = Vendor P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 9

10 Table #27 Item table: 1 Add the following fields: Enabled Field No. Field Name Data Type Length Description Yes Check For Note Boolean POPN Yes Pop-Up Notes Boolean POPN 2 Define the Pop-Up Notes field as a flow field with the following properties: Non-editable CalcFormula: Table Filters: 3 Add a new Key: Check for Note P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 10

11 Table #36 Sales Header Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the Sell-to Customer No. OnValidate() trigger. //POPN Start NotesCU.SalesHeaderGetNotes(Rec); //POPN End Table #38 Purchase Header Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the Buy-from Vendor No. OnValidate() trigger. //POPN Start NotesCU.PurchHeaderGetNotes(Rec); //POPN End Table #5900 Service Header Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the Customer No. field s OnValidate trigger: //POPN Start NotesCU.ServHeaderGetNotes(Rec); //POPN End P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 11

12 Table #5965 Service Contract Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the Customer No. field s OnValidate trigger: //POPN Start NotesCU.ServContractGetNotes(Rec); //POPN End Table #37 Sales Line Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the No. field s OnValidate trigger: //POPN Start IF Type = Type::Item THEN NotesCU.SalesLineGetNotes(Rec); //POPN End P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 12

13 Table #5901 Service Item Line Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the Item No. field s OnValidate trigger: //POPN Start NotesCU.ServItemLineItemGetNotes(Rec); //POPN End 3 Add the following code at the end of the Service Item No. field s OnValidate trigger: //POPN Start IF "Item No." <> '' THEN NotesCU.ServItemLineItemGetNotes(Rec); NotesCU.ServItemLineGetNotes(Rec); //POPN End P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 13

14 Table #5940 Service Item Table: 1 Add four new fields to this table as follows: Enabled Field No. Field Name Data Type Description Yes Check For Note Boolean POPN Yes Has Notes Boolean POPN Yes Item No. Has Notes Boolean POPN Yes Customer Has Notes Boolean POPN 2 Has Notes is a Flow field defined as you see below: Non-Editable CalcFormula Table Filter: 3 Item No. Has Notes is also a Flow Field. Definition below: Non-Editable P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 14

15 CalcFormula Table Filters: 4 Customer Has Notes is a Flow Field. Definition below: Non-Editable CalcFormula Table Filters: P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 15

16 5 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 6 Add the following code at the end of the Item No. field s OnValidate trigger: //POPN Start NotesCU.ServItemItemGetNotes(Rec); //POPN End Table #39 Purchase Line Table: 1 Add the following Global Variable: Name DataType Subtype Length NotesCU Codeunit Multi-Note 2 Add the following code at the end of the No. field OnValidate trigger: //POPN Start IF Type = Type::Item THEN NotesCU.PurchLineGetNotes(Rec); //POPN End P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 16

17 Form # 21 Customer Card 1 Add Pop-&Up Notes as a new menu item on the Customer Menu Button. 2 Add the following properties: Action = RunObject RunObject = Form Quick Note Display RunFormView: Table Filter: RunFormLink: 3 Add the Has Notes (Boolean Flow Field) to the form. 4 Click on the Has Notes TextBox Control then go to Properties. OnPush = RunObject RunObject = Form Quick Note Display RunFormView = Same as the Menu item s RunFormView above RunFormLink = Same as the Menu item s RunFormLink above P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 17

18 Form # 26 Vendor Card 1 Add Pop-&Up Notes as a new menu item on the Vendor Menu Button. 2 Add the following properties: Action = RunObject RunObject = Form Quick Note Display RunFormView: Same as Customer Card except table filters. TableFilters: Same as Customer Card except pointing to Vendor RunFormLink: Same as Customer Card 3 Add Has Notes (Boolean flow field) to the form. 4 Click on the Has Notes TextBox Control then go to Properties. OnPush = RunObject RunObject = Form Quick Note Display RunFormView = Same as the Menu item s RunFormView above RunFormLink = Same as the Menu item s RunFormLink above P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 18

19 Form # 30 Item Card 1 Add Pop-&Up Notes as a new menu item on the Vendor Menu Button. 2 Add the following properties: Action = RunObject RunObject = Form Quick Note Display RunFormVeiw = Same as Customer & Vendor Card Table Filter: RunFormLink = Item No. Field No. 3 Add Has Notes (Boolean flow field) to the form. 4 Click on the Has Notes TextBox Control then go to Properties. OnPush = RunObject RunObject = Form Quick Note Display RunFormView = Same as the Menu item s RunFormView above RunFormLink = Same as the Menu item s RunFormLink above P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 19

20 Form # 46 Sales Order SubForm 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add a Global Function called: gnnrgetnotesform 3 Add the following code to the gnnrgetnotesform trigger. //POPN NotesCU.SalesLineGetNotes(Rec); 4 This completes the changes to the Sales Order SubForm. SHORTCUT: Copy the local function gnnrgetnotesform and Paste it into the other Sales Subforms. When you copy and paste the local function the code comes with it automatically. You will also have to add the NotesCU global variable for the forms to compile. List of other forms: #47 Sales Invoice Subform #95 Sales Quote Subform #96 Sales Cr. Memo Subform #508 Blanket Sales Order Subform #6640 Sales Return Order Subform Form # 54 Purchase Order SubForm 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add a Global Function called: gnnrgetnotesform 3 Add the following code to the gnnrgetnotesform trigger. //POPN NotesCU.PurchLineGetNotes(Rec); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 20

21 SHORTCUT: Copy the local function gnnrgetnotesform and Paste it into the other Purchase Subforms. When you copy and paste the local function the code comes with it automatically. You will also have to add the NotesCU global variable for the forms to compile. List of other forms: #55 Purchase Invoice Subform #97 Purchase Quote Subform #98 Purchase Cr. Memo Subform #510 Blanket Purchase Order Subform #6641 Purchase Return Order Subform Form # 5902 Service Order SubForm and # 5965 Service Quote Subform 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add a Global Function called: gnnrgetnotesform 3 Add the following code to the gnnrgetnotesform trigger. //POPN NotesCU.ServItemLineGetNotes(Rec); 4 Add a Global Function called: gnnrgetitemnonotesform 5 Add the following code to the gnnrgetitemnonotesform trigger. //POPN NotesCU.ServItemLineItemGetNotes(Rec); Form # 6052 Service Contract SubForm and # 6054 Service Contract Quote Subform 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add a Global Function called: gnnrgetnotesform P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 21

22 3 Add the following code to the gnnrgetnotesform trigger. //POPN NotesCU.ServContractItemGetNotes(Rec); 4 Add a Global Function called: gnnrgetitemnonotesform 5 Add the following code to the gnnrgetitemnonotesform trigger. //POPN NotesCU.ServItemItemGetNotes(Rec); Form # 41 Sales Quote 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add the following menu item on the Quote Menu Button: Name Customer Pop-&Up Notes 2 Do not use the properties for Customer Pop-&Up Notes. Instead add the following code to the OnPush() trigger: //POPN NotesCU.SalesHeaderGetNotes(Rec); 3 Add the following menu item on the Line Menu Button: Name Pop-&Up Notes 4 Do not use the properties for Pop-&Up Notes. Instead add the following code to the OnPush() trigger. You need to integrate the Sales Sub-Forms changes first. //POPN CurrForm.SalesLines.FORM.gnnrGetNotesForm(); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 22

23 Forms # 42 Sales Order # 43 Sales Invoice # 44 Sales Credit Memo #507 Blanket Sales Order #6630 Sales Return Order 1 Add the following Global Variable Name DataType SubType NotesCU Codeunit Multi-Note 2 Add the following menu item on the Order..Invoice.. Menu Button: The changes on these forms are the same as on Form # 41. Name Customer Pop-&Up Notes 3 Do not use the properties for Customer Pop-&Up Notes. Instead add the following code to the OnPush() trigger: //POPN NotesCU.SalesHeaderGetNotes(Rec); 4 Add the following menu item on the Line Menu Button: Name Pop-&Up Notes 5 Do not use the properties for Pop-&Up Notes. Instead add the following code to the OnPush() trigger. You need to integrate the Sales Sub-Forms changes first. //POPN CurrForm.SalesLines.FORM.gnnrGetNotesForm(); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 23

24 Forms # 5900 Service Order and # 5964 Service Quote 1 Add the following menu item on the Order or Quote Menu Button: Name Customer Pop-&Up Notes 2 Do not use the properties for Customer Pop-&Up Notes. Instead add the following code to the OnPush() trigger: //POPN NotesCU.ServHeaderGetNotes(Rec); 3 Add the following menu item on the Line Menu Button: Name Pop-&Up Notes Serv. Item 4 Do not use the properties for Pop-&Up Notes. Instead add the following code to the OnPush() trigger. You need to integrate the Service Sub-Forms changes first. //POPN CurrForm.ServItemLine.FORM.gnnrGetNotesForm(); 5 Add another menu item on the Line Menu Button: Name Pop-Up &Notes Item No. 6 Do not use the properties. Instead add the following code to the OnPush() trigger. You need to integrate the service Sub-Form changes first. //POPN CurrForm.ServItemLine.FORM.gnnrGetItemNoNotesForm(); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 24

25 Forms # 6050 Service Contract and # 6053 Service Contract Quote 1 Add the following menu item on the Contract or Quote Menu Button: Name Customer Pop-&Up Notes 2 Do not use the properties for Customer Pop-&Up Notes. Instead add the following code to the OnPush() trigger: //POPN NotesCU.ServContractGetNotes(Rec); 3 Click on the large Subform Control that hold the lines and go to properties. Change the Name to ServItemLine 4 Add another menu item on the Contract or Quote Menu Button called Line Pop-&Up Notes Service Item Do not use the properties, instead put the following code in the OnPush() trigger of the menu item. The Service Contract Subforms must be integrated before the following code will compile. //POPN CurrForm.ServItemLine.FORM.gnnrGetNotesForm(); 5 Add another menu item on the Contract or Quote Menu Button called Line Pop-&Up Notes Item No. Do not use the properties, instead put the following code in the OnPush() trigger of the menu item. The Service Contract Subforms must be integrated before the following code will compile. //POPN CurrForm.ServItemLine.FORM.gnnrGetItemNoNotesForm(); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 25

26 Forms # 49 Purchase Quote # 50 Purchase Order # 51 Purchase Invoice # 52 Purchase Credit Memo #509 Blanket Purchase Order #6640 Purchase Return Order 1 Add the following Global Variable: Name DataType SubType Length NotesCU Codeunit Multi-Note 2 Add the following menu item on the Quote,Order..Invoice.. Menu Button: The changes on these forms are all the same and similar to the change on the Sales header forms. Name Vendor Pop-&Up Notes 2 Do not use the properties for Vendor Pop-&Up Notes. Instead add the following code to the OnPush() trigger: //POPN NotesCU.PurchHeaderGetNotes(Rec); 4 Add the following menu item on the Line Menu Button: Name Pop-&Up Notes 5 Do not use the properties for Pop-&Up Notes. Instead add the following code to the OnPush() trigger. You need to integrate the Purchase Sub-Forms changes first. //POPN CurrForm.PurchLines.FORM.gnnrGetNotesForm(); P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 26

27 Form #5980 Service Item Card 1 Add three new fields to the General tab. Has Notes Item No. Has Notes Customer Has Notes Boolean Boolean Boolean 2 In order that you may drill down on these boolean fields, you need to add the following properties to the above field control. Click the textbox control then go to properties. The first property to set is the OnPush Action = RunObject. Has Notes is defined as follows: Has Notes Table Filters on the RunFormView: Item No. Has Notes: OnPush Action = RunObject Table Filters on RunFormView: P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 27

28 Customer Has Notes: OnPush Action = RunObject Table Filters on RunFormView: 3 You may also want to create the same three Pop-Up Notes lookups on the menu button. Use the same definitions. Once all the changes have been made, COMPILE ALL objects again. If compile errors still exist, Navision will mark the problem objects and you will need to double check the integration in your database with the change log. If you are sure that all changes are in the database and compile errors continue please contact you NSC immediately. If all objects compile, then continue on with the Setup & Workflow instructions. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 28

29 POP-UP OTES - SETUP Notes Creation There is no special Setup for Pop-Up Notes. You just have to create the Notes themselves from the Module Setup Area. (IE: Sales & Receivables Setup, Pop-up Notes) Access to Pop-Up Notes can be wherever you feel is most convenient. We chose to put it on the Sales & Receivables Setup Menu. However you could just as easily put it on the General Ledger Setup, Inventory Setup, or Purchase and Payables Setup area or create a command menu button on a menu. Check out the Change log to see how access is called. Version 3.x From the Sales & Receivables Setup Menu, the Pop-Up Notes option will take you directly to a Note Card. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 29

30 Version 4.x - Access Entry o. Each Note has it s own unique number. This fills in automatically. Type You can choose the type of Record to which each Note relates. The choices are Item, Customer, Vendor and Service Item. If the Note relates a combination of records, such as a Customer and an Item, you would select Customer as the type, and then fill in the appropriate Item No. in the Item No. field. Or another example would be select Vendor and then select the Item No. in the Item No. field. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 30

31 If you select Item or Service Item, you will not be allowed to save a Vend/Cust No. entry. These types of Notes will show up related to the Item or Service Item regardless of the Customer or Vendor. Vend/Cust o. Enter the appropriate number if the Type you selected was Customer or Vendor. Leave this field blank if this is an Item or Service Item Note. Item o. Enter the appropriate Item No.. If Type is Item, Customer, or Vendor, you will be given the Inventory Item list from which to select. If Type is Service Item, you will be given the Service Item list. Bold Check this box if you would like the Note to appear in Bold print when it pops up. Creation Date Automatically fills in with the date the Note was created. Effective Date Automatically fills in with TODAY s date. However, if the note needs to activate later, then fill in the date you want to Note to start appearing. Expiration Date Fill in the date you want the Note to stop appearing. If you leave it blank, the Note will never stop appearing. This date can be entered or changed at any time. Sales Documents Check this box if you want the Note to appear when entering sales documents. Purchase Documents Check this box if you want the Note to appear when entering purchase documents. Service Documents - Check this box if you want the Note to appear when entering purchase documents. ote Enter your actual Note here. It is free form text, so the Note will appear exactly as you type it. Sorry there is no spell checker. If you type more that what can show on one line the text will wrap into multiple lines. When you type the note will appear as if it is one long line but wraps when you leave the note field. Enter or moving to another field saves the note. Hitting the Esc Key while you are in the note box will not save what you typed in the field. Insert otes from Master Files: Customer Card, Vendor Card, & Item Card Useing popup note entry from the Customer, Vendor and Item Card area is for the off hand, i.e. less frequent inserts of notes. The inserting of notes from the "master" files puts the note record in a temporary condition until you close it and if the note is not filled in then the temporary note record is never inserted, but if you do insert a note the span of time the record is open in a temporary condition can be a cause of multiple user interference, which causes a record is already in use and the loss of the entered note. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 31

32 Creating Multiple otes at once: You can also create several Notes at once. For example, if you had several Items on sale and you wanted to create a Pop-Up Note for each sale Item, you could create one Note, choose all the related Items, and NAVISION would create each individual Note for each Item. To do this, go to the Note button at the bottom of the Note card and select Create Multiple Notes. Notice, it does not matter what Note Card you are on when you go into the Create Multiple Notes option. Next you will see a screen like this: P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 32

33 You will fill in the options on the header and then type the Note. Next you will select the Items. Holding down the Ctrl Key while you click the items will hold the highlight on the selected items. After all the items are selected and highlighted, Last but not least hit the Ctrl and F1 keys together. This last process marks the items. You will see a small diamond shape in the left box column on the selected items. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 33

34 Last step: Click the Create Notes button. When the notes are created you will see the following message. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 34

35 Pop-up otes Workflow: There is not much training to Workflow. The system is set up to be able to view the Pop- Up Notes from Master records like Customers, Vendors, Items and Service Items. There is a boolean field on the Master Card that indicates that Pop-up Notes exist. If Notes have expired then the check mark will not appear. Clicking the Pop-up Notes check box will bring up the Pop-UP notes for this customer. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 35

36 Notice in this example the customer has one customer specific message and one Customer / Item specific message. What Item No. required a special message for this customer? The Service Item displays flags for three components. See below: In this example the Item No. related to the Service Item has a Pop-Up note. What Item No. is that? How can you see the note? The Customer related to this service item also has Pop-Up notes. What Customer is it? How can you see the Customer s Pop-Up note? There is more than one way to see the Item and Customer s Pop-Up note but the quickest way is to just click on the check boxes. Does this Service Item have a Pop-Up note? How can you tell? The answer is No. There is no check mark in the Service Item Has Notes? Transaction Automatic Pop-Up display: The main benefit of Pop-Up Notes is that it will automatically display the notes upon entry of the Customer, Vendor, Item and Service Item on all Sales, Service and Purchase Documents. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 36

37 Below is an example of the Customer note Popping up on a Service Order. This Note was flagged to Pop-Up on Sales and Service Documents. You use the ESC Key or Click on the x (close) form box in the upper right corner of the note form. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 37

38 Another example below where we have entered the Item No on a sales order to Customer Notice on this display we see a Item only note as well as an Item / Customer specific note. The Quick Note Display as seen above is Non-editable. The Note Card button would allow you to view the Pop-Up Note Entry screen. If you do not want some users to have access to the Note Card, the button would have to be removed, made non-visible base on some criteria, or you may want to ask about Field and Control Security. You may have noticed the different colors on notes. Customer and Vendor notes appear in red. Item and Service Item only notes appear in black. Customer or Vendor AND Item specific notes appear in blue. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 38

39 POPUP Notes Improvement Auto Insert Comments Version 4.02 and 4.04 Item Specific Notes and Customer/Item Specific Notes can be flagged to become automatically inserted comments on Sales Lines. Like Extended Text but allows the comments to be Customer/Item specific and with Activation and Expiration dates. Dependency: Extended Text. I.e. must have the Extended Text granule to use this feature. POPN4.02 Customer Specific Notes can be flagged to auto insert Sales Header Comments and on what documents to print. Dependency: None POPN4.04 Improved Visible and Non-Visible fields depending on what combination is allowed. New Tab to hold flags on what will be inserting comments. When the field Sales Header Comments is checked, you will still receive the popup note and the notes with the check will be inserted as Sales Document comments in the comment box on the header. Header comments can print on documents based on what field is checked. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 39

40 When the No. field is filled in then the only options is be become a Sales Line Comment.associated with the No. on the Sales Line. See the difference in the Notes setup screens below: If you place a check in the field Sales Line Extended Text then you will still receive the popup note message, but the notes checked will also be inserted as comment lines below the line that you are on when you triggered the note. Inserting comments is only available on Sales Documents. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 40

41 POPUP Notes Improvement 4.03 For Resources You can now enter a note for Resources. You can have Resource only notes or Resource Customer specific notes. Since Standard Navision does not use Resources on a Purchase line, you do not have the option of Popup notes related to resources and purchases. Setup is just like with Items. See a resource specific note below: See Resource/Customer specific note below: P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 41

42 Special Situation: Entering Orders from Customer Card or CRM. When entering Sales Orders from the Sales Order menu, the popup note is triggered by the entry of the Sell-to Customer No. However when entering Sales Orders from the Customer or Contact card, the popup note cannot be triggered from the Sell-to Customer No. so it is triggered from some other field. Our sample date has the "Requested Ship Date" as the secondary popup note trigger. Please note: The code to pop the note can be moved to some other field based on the client s work flow. You need to find a field that is "always" entered on the sale header other then the Sell-to Customer No. P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 42

43 Thank you for purchasing Pop-Up Notes. We hope you will enjoy it s features. Support on this product: Your local Navision Solution Center will provide support. Please contact them with any questions or comments. Thank you for following the procedures. We certainly hope you will find great benefit in the functionality that this add-on products provides. On behalf of Navision Software, all Navision Solution Centers (NSCs) and Navision Service Providers (NSPs) we thank you for your business. Do not hesitate to contact your NSC if you are considering modifications or are in need of new software functionality. There may just be another add-on product that will work for you. Ask your NSC about getting a complete list of add-on available. Abbreviated list of Add-on products: Business Snap Shot Calendars Contract Recurring Sales Defaults Setup Fast Find Field and Control Security Line Comments Pop-up Notes Posted Line Lookup Purchase a Resource Quote Management Reports Pack Status Views P:\Click here for Manuals\Pop-up Notes Instructions.doc 10/13/09 43