Adding notes

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

  1. Log in to Order Hub
  2. Click Orders from the menu and search for the order that you need to modify.
  3. Go to the Order details page, Order release details page, or Order line details page.
  4. Click the Notes tab.
  5. Click Add +.
  6. 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.
  7. 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.
  8. If you are adding a note to the order from the Order details page click the global Save button to confirm.