Memos Tab

Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Memos

Open: Cim200 Works Orders > Works Orders > Amend Works Order | Memos

Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Memos

Open: Cim200 Works Orders > Enquiries > View Works Order | Memos

Note: The View Works Order option allows you to view the orders but not amend them.

Use the Memo tab to add notes about the works order; for example, specific instructions which you would like to print on documents. The notes can be made in rich text format.

 

Maintain Order Memo

Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Memos
Open: Cim200 Works Orders > Works Orders > Amend Works Order | Memos
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Memos
Open: Cim200 Works Orders > Enquiries > View Works Order | Memos

Note: The View Works Order option allows you to view the orders but not amend them. It also provides the View Memo button but not the Add Memo or Edit Memo buttons.

Use the Memo tab to add notes about the works order; for example, specific instructions which you would like to print on documents. The notes can be made in rich text format.

 

Add a memo

1. Click Add Memo to enter a new memo.

2. The Memo can be enhanced by using Rich Text formatting features. These features can be used, for example, to highlight important instructions to production staff.

  • The font type, size and colour can be set to the whole text, or just to specific words or sections.  Similarly, text can be made bold, underlined, or italicised.
  • Rich Text features can also be applied to Bill of Materials component Notes and Bill of Materials operations Notes.

Note: Rich Text formatting can be used in Sage layouts, but this requires the layouts to be produced using Crystal Reports instead of the standard Report Designer.

To apply rich text features, highlight the section of text to format then choose from the Rich Text formatting options:

 

  • Font Style : Select the preferred font style from the drop-down list
  • Font Size : Select the preferred font size from the drop-down list
  • Bold : Click to set/unset the selected text as Bold
  • Italic : Click to set/unset the selected text as Italicised
  • Underline : Click to set/unset the selected text as underlined
  • Font Colour : Select the preferred font colour from the palette

 

3. Click Save to save the information.

 

Edit a memo

1. Select the memo to be amended.
2. Click Edit Memo to edit the memo text.
3. Click Save to save changes to the memo. Click Cancel to exit without saving changes.

 

Remove a memo

1. Select the required memo.
2. Click Remove Memo.
3. Click Yes to confirm the removal.

 

View a memo (from View Works Order only)

1. Select the required memo.
2. Click View Memo.