Custom notes linked to Sage 300 screens and fields What you need to know, where and when you need it A platform for further customization of Sage 300
Notes enables you to attach context and data sensitive electronic notes to Sage 300 (Accpac) fields or screens, telling your users what they need to know, where and when they need it.
Notes provides a powerful platform for further customization of Sage 300, e.g.:
You control not just what is displayed, but also where, how and to whom: Specify which Sage 300 field labels will trigger the display of Notes Optionally specify which screens will trigger the display of Notes Set display characteristics (e.g. Alert Box, auto pop-up, flashing tray icon) Set up role-based rules to target messages to the right people, and control who can add, edit, or delete Notes.
When the user opens a Sage 300 screen or transaction record, any existing Notes relevant to their role that have been linked to fields on that screen, or to the screen itself, will appear in the Alert Box. Edit and/or New buttons are presented in the Alert Box, subject to any role-based restrictions that have been configured, allowing users to maintain Notes without leaving the Sage 300 screen. If Notes have been configured for a screen but none currently exist, a blank Note icon will be displayed on the screen’s menu bar, and can be clicked to initiate entry of a new Note. Alternatively, a pop-up window can automatically prompt for entry of a new Note.
Notes and Orchid Extender are perfect companions. You can: Configure Extender to create a Note when a data-related event occurs. Configure Notes to trigger the execution of an Extender Script, the result of which will be displayed in the Notes Alert Box (Extended Notes). Extender Scripts offer almost limitless customization opportunities. E.g. retrieve data on the fly, generate conditional notes, even display data from other systems. You can develop your own custom Python scripts or try out our sample Extender Scripts for Notes. Sample scripts are included when you install, and are also available for download from the Partner Resources area of our website.
duration: 4:39 minutes | A brief overview of Orchid's Notes add-on module for Sage 300. Attach context-sensitive notes to Sage 300 fields and/or screens.
duration: 7:02 minutes | Demonstration of the key features of Orchid's Notes add-on module for Sage 300. To illustrate, she shows how to display notes related to Customers and Items on the Order Entry screen.
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