Define Order Note Types and Configure Automatic Note Logging

Channel Applications Manager provides an Order Notes Wizard that enables you to define note types and configure automatic note logging.

About this task

To access this wizard:

1. In the Channel Applications Manager, click the Expand icon adjacent to Configure Order Administration to expand the branch.
2. Select Define Note Types and Configure Automatic Note Logging. The Order History Notes Wizard screen displays the current configuration choices for order notes.
3. To change the current or default order entry configuration, click Change Configuration. As you make decisions, the wizard displays information in two panels: the left panel displays the current decision choices you can make and the right panel displays a summary of all of the configuration choices you have made.
4. This screen displays all the note types that have been configured. To add a note type:
   • Click the Add icon to add a new note type.
   • Enter information in the applicable fields. The following table describes the Note Types fields.

     Table 1. Note Types fields

     Field	Description
     Note Reason	Enter a name for the Note Reason.
     Short Description	Enter a short description of the Note Reason.
     Long Description	Enter a more detailed description of the Note Reason.

   • Click the Save icon to save your changes.

   After configuring the note types, you are prompted to choose when you want notes to be automatically logged.

5. Check the boxes of the hold types for which the note has to be automatically logged when the hold is added. Select the note type from the drop-down list. Enter the XSL translation file to be used.
6. Check the boxes of the hold types for which the note has to be automatically logged when the hold is resolved. Select the note type from the drop-down list. Enter the XSL translation file to be used.
7. Check the boxes of the hold types for which the note has to be automatically logged when the hold is rejected. Select the note type from the drop-down list. Enter the XSL translation file to be used.
8. On this screen you can enable notes to be automatically logged when an alert is raised against an order by checking the A new alert is raised against an order box. Select the note type from the drop-down list. Enter the XSL translation file to be used.

   You can configure to log notes automatically when the status of an order is changed.

9. Check the Any order line quantity is backordered box to log notes automatically when the order status is changed to backorder. Select the note type from the drop-down list. Enter the XSL translation file to be used.
10. Check the Any order line quantity is shipped box to log notes automatically when the order status is changed to shipped. Select the note type from the drop-down list. Enter the XSL translation file to be used.

    You can configure to log notes automatically when an appointment related action takes place.

11. Check the An appointment is completed box to log notes automatically when an appointment is completed. Select the note type from the drop-down list. Enter the XSL translation file to be used.
12. Check the An appointment is failed box to log notes automatically when an appointment fails. Select the note type from the drop-down list. Enter the XSL translation file to be used.
13. On this screen you can select a service that will be executed when a note is logged against an order. Choose the service to be executed from the drop-down list.
14. Click the Finish button to close the Order Notes Wizard and save your settings.