Configuring note types

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.

     Note types field value descriptions

     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.