Creating a New Customer Message

In Customer Messages (SU24), you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Customer Message, a Create button displays on both of these views in iTopia.

  • Note: The ability to create a new Customer Message in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Customer Message (SU24) resource assigned to your role must include the 'Create' operation.

Creating a new Customer Message record:

  1. On the Customer Message (SU24) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Customer Messager/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company number. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup the Customer Code to which the Customer Message pertains.

    • Enter the Message Number for which the current Customer Message. Enter a number between 01 and 99.

    When all of the information is entered, click Continue to continue creating the new Customer Message.

  3. The Customer Message (SU24)-Detail page opens for the new Customer Message record. All of the fields on this page are either blank or contain a set default.

    • The only mandatory field is the Message text field.

    For details on the information required in every field, please see the field descriptions outlined in the Customer Message (SU24) topic.

  4. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Customer Message (SU24)-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

    • When you click Submit , all of your changes are saved and you are returned to the Create page where you can enter another new Customer Message record.

 
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