System-generated Notes

You can configure the system to log notes automatically.

You can automatically log notes when the following events occur:

  • Quote Created: The system generates a note when an opportunity is created.
  • Quote Sent for Approval: The system generates a note when a quote is sent for approval.
  • Quote Presented to Customer: The system generates a note when a quote is presented to a customer.
  • Quote Converted to Order: The system generates a note when a quote is converted to an order.

End-user impact

The notes that have been configured to be logged automatically will be displayed to users in the Notes dialog box and the Notes panel in the opportunity-related screens and quote-related screens.

Implementation

This section explains the configurations for this functionality:

  • Sterling™ Field Sales enables you to define note types and configure automatic note logging. For more information about defining quote note types and configuring automatic note logging, refer to the Define Quote Note Types and Configure Automatic Note Logging.
  • Sterling Field Sales provides sample XSL files to generate the text of the notes being logged for each event. The sample XSL files are located in the resources.jar/template/service/saa directory. The following table lists the events and the sample XSL files used to log notes for the corresponding events:
    Event Sample XSL File
    Quote Created SAA_Log_Note_Create_Quote.xsl.sample
    Quote Sent for Approval SAA_Log_Note_Send_For_Approval.xsl.sample
    Quote Presented to Customer SAA_Log_Note_Send_To_Customer.xsl.sample
    Quote Converted to Order SAA_Log_Note_Convert_Quote_To_Order.xsl.sample
    Note: You can use the sample XSL files listed in the table or you can use your own XSL files while selecting the XSL transformation file for an event in the Quote Audit Note Wizard. If you use your own XSL files, you must perform either of the following tasks:
    • Save the XSL files in the <INSTALL_DIR>/extensions/template/service/saa directory and then re-create the EAR.
    • Save the XSL files in the resources.jar/template/service/saa directory and then restart your server.
      Note: You can use the second option only if you are using the SAA_LogNotesForQuoteAudit_9.0 service that is provided out of the box.
  • Sterling Field Sales logs notes with a unique note type for certain tasks performed by a user. The note types used for saving the notes are listed in the following table:
    Task Note Type
    Create Opportunity SAA_OPPORTUNITY_CREATED
    Mark as Lost SAA_MARK_AS_LOST
    Create Quote SAA_QUOTE_CREATED
    Send for Approval SAA_SENT_FOR_APPROVAL
    Send to Customer SAA_SENT_TO_CUSTOMER
    Convert to Order SAA_CONVERTED_TO_ORDER
    Abandon Quote SAA_QUOTE_ABANDONED
    Accept for Customer SAA_ACCEPTED_BY_CUSTOMER
    Reject for Customer SAA_REJECTED_BY_CUSTOMER