Required Notes Feature

Required Notes Feature
There are two options in the Functions menu of the Product Code Maintenance module that are set up modules for the Required Notes feature in the Quote & Order Entry modules. This setup allows for prompting questions that require a salesperson response, such as grout line width, subfloor type, etc. Please talk with your BMS Trainer for further assistance with how best to use this feature. The Product Code Note Maintenance screen will appear as follows:



At the Note Type (1) field, type the name of a Required Note category you wish to create, i.e., Tile. You must complRote at least the first Note 1 box section to Save the Note Type. Once a Note Type (1) has been saved, you can exit and reenter to make additions/changes. You can also make changes to the Note Type (1) name and click the Rename (2) button to save the edit. At the Note (3) field, type the exact question or requirement for your Salespeople to complete. The Description (4) field should be a shortened version of the Note field; it will appear in the Line Comment screen along with the Salesperson’s responses to the required questions. The Response Type (5) radial button field determines how the Salespeople should respond: Text requires a typed response; Numeric requires a numbered response; and Selection requires a response that has been pre-setup in the Product Code Note Selection Maintenance screen. See explanation directly below. The final step is to select the Comment Type (6) from the drop down menu—these are the same Comment Types that appear in the Line Comment feature that determine where the Required Notes will print.
 
When you enter the Product Code Note Selection Maintenance module, the screen will appear as follows: 
 



The screenshot above contains several existing Selection Code options. To create a new one, click the Add button at the bottom right. The system will prompt PC Notes Selection Add/Update screen as follows:


The Code (1) should be a shortened version of the type of selection; you will see this Code in a drop down menu when Selection is checked as a Response Type. The Description (2) is a longer description of the Selection Code. The New Selection (3) is where you will type any applicable selection for the Salesperson to make. Some examples include “Yes” and “No” selections for a yes/no question; existing subfloor selections such as Luan, concrete, etc.; grout size selections such as 1/4, 1/2, etc. Click the Add button to save each New Selection. With this setup complete, in the Product Code Maintenance setup box, you will see a Notes Required check box as follows:



With this box checked, you can use the drop down Type menu to select a Note Type. Thereafter, when this Product Code is selected in the Quote and Order Entry modules, the system will pop up a Required Information box for salespeople to complete as soon as a Sale Quantity is entered as follows: