Reminder Notes in Service Management

Most major windows in Service Management have the notepad feature enabling you to attach free-form notes to a record. These notes can be marked to remind you to do something in the future. Each window in Service Management has a notepad button in the button bar to attach window-level notes. These notes can be used to attach instructions for completing the window and are separate from the reminder service notes.

Creating Reminder Notes

1. Select the notepad button in any field with an attached notepad button.
2. In the Service Management Notes window, complete the following fields:
   • Subject
     Enter the subject of the note. The information entered is displayed in the list of notes for the entity. After you tab off this field, a confirmation message displays. Select Yes to add a new note or No to clear the Subject field.
   • Current Owner
     This field defaults with the current user. Use the lookup to change the current owner, if needed. If you mark the Reminder checkbox, this is the user who receives the reminder notification.
   • Reminder
     Mark the checkbox if you would like to receive a message, upon opening Service Management, that a note exists marked for the current Microsoft Dynamics GP system date. You must mark this checkbox if you want to be able to view the note in the Reminder Service Notes window.
   • Reminder Date
     The current date defaults in the Reminder Date field and can be edited. 
   • Printable
     Select the Yes radio button to be able to print the note in the Printable Notes report. Notes marked printable appear on workorder 1 and T-card formats by default.
3. Enter the note in the scrolling window.
4. At the bottom of the window, the following information displays:
   • Created User
     The user who created the note.
   • Modified User
     The user who last modified the note. This is blank when creating the note.
   • Last Changed
     The date and time the note was last updated.
5. Select Save.

Reading Reminder Notes

1. Select Inquiry > Service Management > Reminder Notes Inquiry.
2. Select a sorting option from the drop-down list and select a range if you would like to view a range of notes, and then select Redisplay. A list of notes that had the Reminder checkbox marked displays in the scrolling window.
3. Double-click a note in the scrolling window to open the Notes window where you can view and edit the note.

Printing Reminder Notes

You can print notes that have been added to Service Management records using the notepad button and are marked printable. You can print the note text, transaction number, cost code, current user, and index.

1. Select Reports > Service Management > General > Printable Notes.
2. Select a sorting method from the drop-down list.
3. To restrict the records that are printed, enter a Range. You can enter a range of customer IDs, current owners, or reminder dates.
4. Select Insert>> to insert the restriction in the scrolling window. You can only enter one restriction per restriction type.
5. Select Print to print the notes that fall within the restrictions you've entered.