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Evo-ERP and DBA Classic >> Sales >> Evo Notes System
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Message started by Kelloggs on 07/28/14 at 12:44:25

Title: Evo Notes System
Post by Kelloggs on 07/28/14 at 12:44:25

With the Evo notes system on, is there a way to add a note to a customer so that
every time we print the packing list y "prints" that note?

:-?

Kelloggs

Title: Re: Evo Notes System
Post by Lynn_Pantic on 07/28/14 at 17:47:41

Yes, you need to make a special Note Type (SM-P-A) such as PCK, then when printing Packing Slips when the note types window pops up, select Customer Notes, then PCK type and save settings.

Title: Re: Evo Notes System
Post by David Waldmann on 07/29/14 at 04:46:38

It only needs to be a special type of note if you want a note that will only print on PLs and you have other notes you want to print other places. The notes system is quite powerful but it can be a bit complicated to figure out how to use it. We spent many hours figuring it out, testing it, coming up with a plan, adjusting it, etc. We now have a matrix that shows every note type and where it's to be used. Every users' Notes Selections are set the same to ensure that documents look the same no matter who prints them or from where.

You seem a very thorough, tech savvy person, so I have no doubt you could come up with a great strategy for using them to fit your situation. I would suggest figuring it out and setting a policy for the company so that user A doesn't create notes that show up on their documents but not when User B, C, etc do.

Title: Re: Evo Notes System
Post by Kelloggs on 07/29/14 at 09:03:41

Thank you all,

We have been testing the note system as well, hopefully we would go live at the end of this summer.

:D

Kelloggs

Title: Re: Evo Notes System
Post by Kelloggs on 09/05/14 at 09:27:39

Anyone willing to share its customized Evo Notes report?

I am looking for the iENsob4.rtm

Don't know how to add an empty space between the sales order lines.

Please!!!

:-[

Kelloggs

Title: Re: Evo Notes System
Post by gtladmin on 04/05/16 at 17:25:31

David, would you care to share your matrix and what you guys did testing Evo Notes? We are getting started in the planning phase, and I would be interested to share with the team an example of what someone did in implementing it, and any pain points and "ah ha" moments, things like that, to help the team be more effective in our implementation.

Thanks,

Val

Title: Re: Evo Notes System
Post by David Waldmann on 04/05/16 at 18:11:38

Val,

PM me your email and I'll be happy to send it to you. I'll see if I can try and explain our basic approach and will post it here if it makes sense.

Title: Re: Evo Notes System
Post by Kelloggs on 04/06/16 at 07:22:01

Hi David,

could you please include me in that email?

We have mayor issues with the notes.

Thanks !!!

Title: Re: Evo Notes System
Post by David Waldmann on 04/06/16 at 07:46:41

From an overall strategy point of view, this is what made the most sense to us.

Make a list of all the documents you print, broken down into Header and Line.

Decide what kind of additional (NOTE) information you want on each one. Also note whether that information is Internal, External or Universal as to the reading audience.

Note where that information would be entered, i.e. whether it's related to the Item, Customer, Vendor, Order, etc.

Here is the list of Note Types we're using and the primary reason for them. Note that we do not use the system generated CSN ones at all. Part of the reason for this is that we are completely on EVO there is no need to have the CS notes, but also note that when you create a WO from SO the system makes the 2nd Line Desc into a CSN note on the WO. Of course, you could simply not print those types of notes on WOs but it seemed simpler to just completely ignore them.

http://i29.photobucket.com/albums/c275/dwaldmann/IS%20Tech/Screenshot%202016-04-06%2010.13.50_zpsa4vz9dhk.png

And here is the matrix that shows where they are entered and where they are used:

http://i29.photobucket.com/albums/c275/dwaldmann/IS%20Tech/Screenshot%202016-04-06%2010.13.35_zpswn5af3rj.png

I also have pages that show what prints on which document (note type and where it could have come from), but it's one page per document so I'm not going to post it here. If someone wants it PM me your email address and I send a PDF.

The biggest challenge we had, other than just the sheer variety of options available, is that there is no option when printing Travelers to select the type of Note you want from SO Lines, only the SO in general. So if you have a note on the Header it will show up on the Traveler. We solved this problem by add the MFG note type. So when printing Travelers, we only select the MFG type* under SO, and the STD note types entered at the header level will not show up. In reality, this was not really a big problem, it's just a basic application of the design of the Note - we just had to get a better understanding of how powerful they are.

*We actually also allow the HID type to be entered as a Line Note in SOs, which shows up on Pick Lists and WOs.

I'd say the biggest pitfall of the Notes system is that they are stored rather clumsily. So getting at them (other than in the EVO reports) can be a challenge.

A few other observations.

"Ignore hidden notes" doesn't apply to Evo Notes.

The ability to select certain Note Types while printing is very handy. But set up your Notes so that every time you print document type X you need the same Notes. And unless you have a very good reason to do otherwise, "make" everyone use exactly the same selections. The easiest way to do this is to set up one machine the way you want, then copy the applicable section from the EvoSettings.ini file on that machine and paste it into the local file on the other machines. Then turn on "Quick Print" in the User Settings - this bypasses the Note Selection screen (however, it also bypasses the Form Selection dialog, so if you need to change that occasionally you'll have to figure something else, or just train everybody to leave the Notes Selection alone).

Last, but not least, spend a lot of time getting it right. Try every scenario you can think of, and once you have it down don't implement it. Give it a while longer and try again - in the mean time there may well be other things come up that you now realize impact your choices. Go over your proposed implementation with the most savvy people in your company and get feedback from them. And if you come across a limitation, post it here - others may have figured out how to address it.

Looking back over everything I should probably also mention that we have enabled the Pick List for SOs, and when I say PL it means a SO Pick List, not a WO Pick List (we don't use those). PLs are internal (private), Packing Slips are external (public).

Title: Re: Evo Notes System
Post by David Waldmann on 04/06/16 at 08:26:32

Just realized I can also post this, from my EvoSettings.ini file. It shows which the notes selection by document type.

[POB]
Notes PO #= STD ,
Notes VENDOR= STD ,
Notes SHIP VIA= STD ,
Notes ITEMS=DS3 , STD ,
Notes PO LINES= STD ,
[WOC]
Notes WO #= STD ,
Notes PARENT PART=DS3 , HID , MFG , STD ,
Notes CUSTOMER=
Notes SO #=HID , MFG ,
Notes ROUTING= STD ,
Notes BOM NOTES= STD ,
[SOB]
Notes SO #=QTA , STD ,
Notes CUSTOMER=QTA , STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , QTA , STD ,
Notes SO LINES=DS3 , MFG , QTA , STD ,
[SOCT]
Notes SO #=HID , STD ,
Notes CUSTOMER=HID , STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , STD ,
Notes SO LINES=DS3 , HID , MFG , STD ,
[SOC]
Notes SO #= STD ,
Notes CUSTOMER= STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , STD ,
Notes SO LINES=DS3 , MFG , STD ,
[SOPB]
Notes QUOTE #=QTA , STD ,
Notes CUSTOMER=QTA , STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , QTA , STD ,
Notes SO LINES=MFG , QTA , STD ,
[SOF]
Notes SO #= STD ,
Notes CUSTOMER= STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , STD ,
Notes SO LINES=DS3 , MFG , STD ,
[SOFR]
Notes INVOICE #= STD ,
Notes SO #= STD ,
Notes CUSTOMER= STD ,
Notes SHIP VIA=
Notes ITEMS=DS3 , STD ,
Notes SO LINES=DS3 , MFG , STD ,
[ARF]
Notes CUSTOMER= FIN ,
Notes CONTACTS=
[ESD]
Notes QUOTE #=
Notes CUSTOMER= STD ,
Notes ITEMS=DS3 , STD ,

(NOTE [no pun intended] that it may not exactly match up the previous information, as we have been doing some fine tuning...)

Title: Re: Evo Notes System
Post by Kelloggs on 04/06/16 at 09:53:14

Thanks David !!

We cleaned up our INI settings and change all our notes from CSN to STD
Null every single MTWORO_INSTR_X field on the WOROUT table.

Things are working better now.

:D

Kelloggs

Title: Re: Evo Notes System
Post by David Waldmann on 04/06/16 at 10:25:12

Glad to hear it.

Best,

Title: Re: Evo Notes System
Post by gtladmin on 04/08/16 at 10:27:30

This is awesome feedback, I will be sharing with my EvoNotes team. Look forward to seeing the matrix.

Thanks!!!

Val