You can add a note to capture important information that is associated with an order or
order line for various purposes. For example, recording notes from a conversation with a customer,
or using a note for internal communication.
Procedure
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Log in to Order Hub
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Click Orders from the menu and search for the order that you need to
modify.
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Go to the Order details page, Order release details
page, or Order line details page.
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Click the Notes tab.
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Click Add +.
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Fill in the details for Notes.
Field descriptions
Field |
Description |
Date |
The date and time at which this note was created. You can click the date field to make
updates if required. |
User |
The user who created this note. You can also update the name if required. |
Add note |
The note to add to the order. |
Reason |
Select the reason for adding a note from the list. |
Contact type |
The type of contact information on this note, for example phone or email. |
Contact reference |
The contact information for the type. For example, if contact type is phone, the contact's
phone number. If contact type is email, the contact's email address. |
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Click Save to close the Add note window.
If you are adding a note on the Order release details page then the note
was successfully saved to the order release.
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If you are adding a note to the order from the Order details page click
the global Save button to confirm.