File Debtor Text

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File - Debtor - Text

You can add unlimited additional text for any debtor that may be printed or displayed on order entry screens, invoices, reports, etc. There are two types of text you can add using this procedure:

standard text – this is text that can appear on inquiry screens for reference
pop-up text – this is text, much like standard text, but where you need the information presented to users in the form of a pop-up window which they must read and acknowledge before an item is added to a sales order, purchase order, etc.

Technical Tip

You can also add or view narrative text for a debtor by pressing the F5 key – see "Adding or Viewing Narrative Text" in the Welcome to Micronet manual.

You might use this type of text to set up delivery instructions that apply to all deliveries for this debtor.

Technical Tip

Alternatively, you could set up a user defined question (UDQ) allowing users to enter delivery instructions for individual orders – see "Edit Company - Edit - User Defined Fields".

Note that any delivery instructions entered in a UDQ will override those written as debtor text.

To add, insert, or delete debtor’s text that may be printed or displayed on order entry screens, invoices, reports, etc.:

Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

Select the Text tab.

Micronet displays the Debtor File Update screen - Text tab.

If you want to:

add a text line, select the Add button
insert text line, select the line below where you want the text line inserted then select the Insert button
delete a text line, select the text line then select the Delete button
edit a text line, double click on a text line or select a text line then press Enter.

If you selected to add, insert or edit a text line, Micronet displays the Debtors Text screen.

In the Text field, enter the additional text you want to store against the debtor .

If you are setting up SmartFreight, enter the text you want sent to SmartFreight as delivery instructions for this debtor.

Select the locations where you want the additional text printed or displayed:

	Field	Value
	Information	Select Yes to display the text on order entry/purchasing screens for operators to see during transactions. For example, Micronet displays this information at order entry time in the Invoice Header screen.
	Invoice	Select Yes to print the text on invoices.
	Credit Note	Select Yes to print the text on credit notes.
	Backorder	Select Yes to print the text on backorders.
	Reports	Select Yes to print the text on debtor-related reports/inquiries.
	Picking Slip	Select Yes to print the text on picking slips.
	Quotes	Select Yes to print the text on quotes.
	MJC Invoice	Select Yes to print the text on Micronet MJC invoices.
	MRF Job Card	Select Yes to print the text on Micronet MRF job cards.
	MRF Invoice	Select Yes to print the text on Micronet MRF invoices.
	Pop Up MDS Invoice	Select Yes to display the text as a pop-up during MDS sales order entry.
	Pop Up POS Invoice	Select Yes to display the text as a pop-up during POS sales order entry.
	Pop Up MJC Transaction	Select Yes to display the text as a pop-up in MJC when adding this item to jobs.
	Pop Up MRF Transaction	Select Yes to display the text as a pop-up in MRF when adding this item to orders/tickets.
	Smart Freight Special Inst	Select Yes if you are setting up delivery instructions for SmartFreight.

Select the Accept button.

If you selected to add a text line, Micronet redisplays the Debtors Text screen so you can add further text lines.

When you have finished entering text lines for the debtor, select the Cancel button.

Micronet redisplays the Debtor File Update screen - Text tab showing all the text lines added.

Select FILE | SAVE.

Optionally, update orders held on file for this customer by selecting EDIT | UPDATE ORDERS.

Refer to "Debtor File Update Screen - Menu Options".