Print Item Memo Notes on Documents

In Inventory Control (Module 5), each item in the Item Master file (Task 17) has an item memo note (field 36).  The item memo notes can be set to print automatically or not print  on internal (workorders, picking tickets) or external (quotes, shippers, invoices) documents. 

Order Processing Module (Module 6)

• System Management (Task 32)
  • Modify parameter files (Sub-task 22)
    • O/E General (Option 1)

Look for the following parameters:

XFR'INV'MMO=Y                   ; Transfer/display I/C memo in O/E:

Y=Transfer to O/E    - No auto display of note

N=No transfer to O/E - No auto display of note

D=No transfer to O/E - Auto display of note

B=Transfer to O/E    - Auto display of note

• If this parameter is set to Y, it will transfer item memo note, but NOT display it on the screen.  So the biller won't even know it is there unless they press the TAB key to go into the item memo notes.
• If this parameter is set to N, it won’t transfer the item memo note.
• If this parameter is set to D, it won’t transfer the item memo note, BUT it will display the note on the screen.
• If this parameter is set to B, it will transfer the item memo note, and it will display it on the screen.  The biller will need to press the escape to get out of the item memo as normal.

 INT'MEMO'SKIP'PREFIX= The default on this parameter when left blank is “;” (semi-colon). 

·        If the Item Master file memo note has a ; (semi-colon) at the start of the line, the line WON’T print on internal documents such as workorders and picking tickets. 

·        A ; at the beginning of the line WILL print on external documents such as quotes, shippers and invoices. 

·        If the ; semi-colon is not a desired character, any character may be used in its place, however not use the same character as in the parameter EXT’MEMO’KIPT’PREFIX=

·        Set to NONE to disable this feature

EXT'MEMO'SKIP'PREFIX=    The default on this parameter when left blank is an “*” (asterisk). 

·        If the Item Master file memo note has an * (asterisk) at the start of the line, the line WON’T print on external documents such as quotes, shippers and invoices.

·        An * at the beginning of the line WILL print on internal documents such as workorders and picking tickets. 

·        If the * asterisk is not a desired character, any character may be used in its place, however not use the same character as in the parameter INT’MEMO’SKIP’PREFIX=

·        Set to NONE to disable this feature

These two parameters may be used together.  If they are both left blank:

• Item Master file memo note lines with a ; semi-colon at the beginning:
  • Will print on external documents, quotes, shippers and invoices
  • Won’t print on internal documents, workorders and picking tickets
•  Item Master file memo note lines with a * asterisk at the beginning:
  • Will print on internal documents, workorders and picking tickets
  • Won’t print on external documents, quotes, shippers and invoices

Here is an example of an item memo note on the same item. 

;INCLUDES STAPLING, BINDING, AND COLLATING

*ADD EXTRA CHARGE FOR PACKAGING

INCLUDES STAPLING, BINDING, AND COLLATING      will print on quotes, shippers and invoices (but not on workorders or picking tickets).

ADD EXTRA CHARGE FOR PACKAGING will print on work orders and picking tickets (but not on quotes, shippers or invoices)