Customer Messages (SUMG.SU24)

The Customer Messages (ibis_sumg) view allows you to enter and maintain multiple customer messages. These messages can be:

  • Displayed to the operator when orders are taken, during invoicing or when merchandise is returned.

  • Printed on the sales order, invoice or sales rep copy of the invoice.

Note: The ability to create and update information in Customer Messages (ibis_sumg) is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in Customer Messages. For more information, see Role Master-Permissions.

The following list defines every field available in the customer messages (sumg) table in alphabetical order:

  • Company - the company field is available when you create a new customer message record. The company defaults to the company assigned to your user id in the Session Parameters view. You can change the default company during the customer message creation process only. Once the customer message record is created, the company to which the record is associated displays in the General section (at the top of the view).

  • Created By - displays the name of the user who created the record you are viewing or maintaining. May not be overridden.

  • Created On - displays the date on which the record that you are creating or maintaining was created. May not be overridden. May also represent the creation date of the records you are attempting to retrieve.

  • Customer - enter or select from the look up the customer code for which the message is being created. This field is validated against the Customers (ibis_sucu) table. This field is only available when you create new message records. Once the record is created, the customer to which the message is associated displays in the General section (at the top of the view).

  • Display Flag - select an option from the drop list. Valid options are Yes (default) and No.

    • A value of Yes indicates that the message is displayed when the current customer is entered in the customer field in the following programs:

      • Order and Quote Entry (ibis_oe30)
      • Invoice Direct Bill and Credit Note Entry (ibis_in41)
      • Return Merchandise Entry (ibis_in67)
      • Retail Cash Counter Invoice Entry (ibis_rs41)

    • A value of No indicates that the message is not displayed for the customer.

    • Message - enter the message text in this field. This is a free format field and you can enter up to 1024 characters.

    • Message Number - displays the number assigned to the customer message record. You can have a maximum of 99 messages for each Customer. This is a system generated field that cannot be modified.

    • Modification Counter - this field is not maintainable. The date and time the record was last modified.

    • Modified By - this field is not maintainable. The user or system process that last modified the record.

    • Modified On - this field is not maintainable. The date on which the record was last modified.

    • Print on IN42 - select an option from the drop list. Valid options are Yes and No (default).

      • A value of Yes indicates that the message prints on the Invoice and Credit Note Print (ibis_in42) report.

      • A value of No indicates that the message does not print on the IN42 report.

    • Print on IN51 - select an option from the drop list. Valid options are Yes (default) and No.

      • A value of Yes indicates that the message prints on the Sales Representative Invoice Copy Print (ibis_in51) report.

      • A value of No indicates that the message does not print on the IN51 report.

    • Print on OE34 - select an option from the drop list. Valid options are Yes and No (default).

      • A value of Yes indicates that the message prints on the Shipping Documents Print (ibis_oe34) report.

      • A value of No indicates that the message does not print on the OE34 report.

    • Print on RS42 - select an option from the drop list. Valid options are Yes (default) and No.

      • A value of Yes indicates that the message prints on the print invoice program for Retail Cash Counter Invoice Entry (ibis_rs41) program. This option is only available when the Retail Sales module is included with PointForce iTopia.

      • A value of No indicates that the message does not print on the print invoice program for RS41.

    For the functionality of each action (i.e. button) available on this view, refer to the About the Actions topic.