Notes -RFMS Core System Wide

Order Entry>Edit>Notes or Notes button 

The choices are:

• Order Internal
• Order Custom
• Work Order Custom
• View All Notes & Remarks

The view all notes & remarks function is a very helpful tool that shows a consolidated list of all notes from Order Entry, Accounts Payable, and CPM related to a record. 

Choose one of the first three options and the Note add/view/edit screen displays.

This screen allows the entry of informational notes.  Notes are printed on various documents throughout the system. 

 Click the date stamp button to automatically enter the date, time and user name in the note pad.  EX: 10/23/09 - 16:31:59: kim  

The note entry area works just like a word processor.  The characters will automatically wrap to the next line. Also, the copy (Ctrl-C) and paste (Ctrl-V) features may be used to save repetitious entry.

After typing in the note, click OK to save the note.  It will remain attached until the note is either changed or erased by clicking the clear button .

Click the history button  to view when the note was originally created and when the note was last changed.

Click printer button  to print the notes.

The printable area is limited to 24 lines.

To keep from accidentally clicking on Clear instead of OK use Alt-O every time for ok.

Editing Features 

 Find in Notes

Click the Find and Replace button to search for words within a note and replace it with another word.

Tabs

Click the Tab icon to bring up the Tab Parameters. 

Select the Units for the tab. 

Insert and enter the number to set the tab stop. 

To use tab, press Ctrl + Tab in the note editor. 

(This sets tabs for only the note screen you are editing.  It is not system wide.) 

Related Topics 

Recurring Notes