Location Standard Remark Maintenance

Menu Path: Warehouse Management Images\bluerarw.gif Module Setup Images\bluerarw.gif Locations Images\bluerarw.gif Location Standard Remark Maintenance

Purpose

Create standard remarks to be placed on documents.

Overview

Use Location Standard Remark Maintenance to manage automatic remarks. An automatic remark can be placed on virtually any document. Each time that document is generated, the standard remark will become part of that document. You can also select the dates for which the remarks appear on documents. Location Standard Remark Maintenance allows you to create standard remarks based on individual locations and select the documents on which the remark is placed.

Creating Remarks

To create a new remark:

  1. Click the New button in the ribbon.

  2. Enter a location prefix or name in the Location Prefix or Location Name field. Existing remarks for this location display in the Existing Remarks grid in numbered sequence.

  3. Enter the remark in the Remark field.

  4. If you want the remark to only appear on documents for a range of dates, enter the range of dates in the Start Date and/or End Date field. If you want the range of dates to repeat annually, select the Repeat Yearly check box.

  5. Select the document(s) in the Available Documents grid for documents on which you want the remark to display.

  6. Click the right arrow button to move the selected document(s) to the Selected Documents grid.

  7. Click the OK button in the ribbon. The remark is created.

Updating Remarks

To update an existing remark:

  1. Enter a location prefix or name in the Location Prefix or Location Name field. Existing remarks for this location display in the Existing Remarks grid in numbered sequence.

  2. Click the remark you want to edit in the Existing Remarks grid.

  3. Click the Update button in the ribbon to update the remark for the selected location.

  4. To edit the contents of the remark, edit the Remark field.

  5. If you want the remark to only appear on documents for a range of dates, enter the range of dates in the Start Date and/or End Date field. If you want the range of dates to repeat annually, select the Repeat Yearly check box.

  6. Select the documents on which the remark appears using the arrow buttons.

  7. Click the OK button in the ribbon. The remark is updated.

Deleting Remarks

To delete an existing remark:

  1. Enter a location prefix or name in the Location Prefix or Location Name field. Existing remarks for this location display in the Existing Remarks grid in numbered sequence.

  2. Click the remark you want to delete in the Existing Remarks grid.

  3. Click the Delete button in the ribbon.

  4. Click the OK button in the ribbon. The remark is deleted.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Location Standard Remark Maintenance window.

New

Click this button to create a new remark.

Update

Click this button to update the selected remark.

Delete

Click this button to delete the selected remark.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

System

Click this button to display System Standard Remark Maintenance, which allows you to maintain system-wide remarks.

Customer

Click this button to display Customer Standard Remark Maintenance, which allows you to maintain customer-specific remarks.

Supplier

Click this button to display Supplier Standard Remark Maintenance, which allows you to maintain supplier-specific remarks.

Product

Click this button to display Product Standard Remark Maintenance, which allows you to maintain product-specific remarks.

Route

Click this button to display Route Standard Remark Maintenance, which allows you to maintain route-specific remarks.

Style

Click this button to display Style Standard Remark Maintenance, which allows you to maintain style-specific remarks.

Check Spelling

Click this button to check spelling for the remark text entered in the Remark field. This button is only available after you click the New or Update button in the ribbon.

Fields and Buttons

Field or Button

Description

Location Prefix

Enter the location prefix for the location for which you want to maintain remarks, or click the Lookup button to select a location prefix.

Location Name

Enter the location name for the location for which you want to maintain remarks.

Main Tab Fields and Buttons

Field or Button

Description

Remark

This field displays the selected remark. If you click the New or Update button in the ribbon, you can enter or edit a remark in this field.

Start Date

Enter the first date for which to display the remark on documents, or click the drop-down arrow to select the date. The date that is compared to this date depends on the document for the remark. For information on which date applies for each document, see Remarks.

Repeat Yearly

Select this check box to include the remark on documents for the date and month range set up in the Start Date and End Date fields for every year.

Example You enter 1/1/2020 in the Start Date field and 1/31/2020 in the End Date field. You select the Repeat Yearly check box, and the remark is included on documents during January for 2020, 2021, 2022, etc.

This check box is only enabled after you enter a date in both the Start Date and End Date fields.

End Date

Enter the last date for which to display the remark on documents, or click the drop-down arrow to select the date. The date that is compared to this date depends on the document for the remark. For information on which date applies for each document, see Remarks.

Available Documents

This grid displays all documents on which you can print this type of remark.

Click this button to add a document selected in the Available Documents grid to the Selected Documents grid. This allows you to specify the documents on which the selected remark is printed for the location.

Click this button to add all documents in the Available Documents grid to the Selected Documents grid. This allows you to specify that the selected remark is printed on all documents for the location.

Click this button to remove a document from the Selected Documents grid.

Click this button to remove all documents from the Selected Documents grid.

Selected Documents

This grid displays documents on which the selected remark prints. You can add the same remarks to more than one document.

Existing Remarks

This grid displays all existing remarks that can be printed on documents for the selected location. The sequence number indicates the order that remarks print on documents.

Click this button to move the selected remark up one position in the Existing Remarks grid.

Click this button to move the selected remark down one position in the Existing Remarks grid.