You can set up events to automatically log notes in the
application.
About this task
Note: The fields
marked with * are mandatory.
Procedure
- Navigate to the Automatic Notes Logging wizard.
To navigate to the Automatic Notes Logging wizard,
perform the following steps:
- Log in to Sterling Business Center as
an Enterprise Administrator. The Business Center home page opens.
- Click System Setup. The System
Setup home page opens.
- Expand the Order menu, and click Set
Up Automatic Notes Logging. The Automatic
Notes Logging wizard opens.
- Under the Log Note column, select
the check boxes of the hold types to automatically log notes when
a hold is added to an order.
- Under the Note Type column, select the
note type from the list to automatically log notes.
- Under the XSL Transformation File column,
enter the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- Under the Log Note column, select
the check boxes of the hold types to automatically log notes when
a hold is rejected for an order.
- Under the Note Type column, select the
note type from the list to automatically log notes.
- Under the XSL Transformation File column,
enter the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- Under the Log Note column, select
the check boxes of the hold types to automatically log notes when
a hold is resolved for an order.
- Under the Note Type column, select the
note type from the list to automatically log notes.
- Under the XSL Transformation File column,
enter the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- Select the A new alert is raised against an
order check box to automatically log notes when an alert
is raised for an order.
- From the Note Type list, select the note
type from the list to automatically log notes.
- In the Transformation File field, enter
the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- Set up one or more events to log notes when an order status
is changed:
- In the Backordered subpanel, set up the following
events:
- Select the Any order line quantity is backordered check
box to log a note when any order line quantity is backordered.
- From the Note Type list, select the note
type from the list to automatically log notes.
- In the Transformation File field, enter
the XSL translation file to be used for logging notes.
- In the Shipment Confirmed subpanel, set up
the following events:
- Select the Any order line quantity is shipped check
box to log a note when an order line quantity is shipped.
- From the Note Type list, select the note
type from the list to automatically log notes.
- In the Transformation File field, enter
the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- Set up one or more events to log notes for an order based
on the appointment status:
- In the Appointment Failed subpanel, set up
the following events:
- Select the An appointment is failed check
box to log a note when an appointment fails.
- From the Note Type list, select the note
type from the list to automatically log notes.
- In the Transformation File field, enter
the XSL translation file to be used for logging notes.
- In the Appointment Completed subpanel, set
up the following events:
- Select the An appointment is completed check
box to log a note when an appointment is completed.
- From the Note Type list, select the note
type from the list to automatically log notes.
- In the Transformation File field, enter
the XSL translation file to be used for logging notes.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Save And Continue. Your
changes are saved, and the next panel of the wizard opens.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.
- In the Service to Execute field,
select a service from the list to be used for logging a note against
an order.
- Perform one of the following actions:
- Click Previous. The previous
panel of the wizard opens. If you have made changes in the current
panel, a confirmation message is displayed indicating that your changes
are not saved. Click Yes to go to the previous
panel of the wizard.
- Click Finish. Your changes
are saved, and the System Setup home page opens.
- Click Cancel. A confirmation
message is displayed indicating that any unsaved data will be lost.
Click Yes to proceed without saving the changes.
The System Setup home page opens.