Note

The Note screen is used to manage a note record for the current vendor and can be displayed in Add mode or Edit mode.

These are free form notes that do not fit under a particular event or follow-up activity. For example, if the vendor always shows up as a high risk vendor (because of the location or the amount of stock it has) but is not considered a high risk, a note can be added to the Vendor Folder to inform other staff members of the issue.

Add Note screen

Edit Note screen

Screen Access

To add a note:

Display the Notes screen > Click the Add button.

To edit a note:

Display the Notes screen > Select a record in the Notes data grid > Click the Edit button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Add mode:

The title bar text is set to "Add Note".

The Date value label is read-only and displays the current system date.
The Staff Member drop-down list box is enabled and blank.
The Note text box is enabled and blank.

In Edit mode:

The title bar text is set to "Edit Note".

The Date value label is read-only and displays the previously saved entry.
The Staff Member drop-down list box is enabled and populated with the value of the Staff ID column of the note that was selected in the Notes data grid on the Notes tab of the Vendor Folder.

All other data controls are visible, enabled, and display the previously-saved values.

Screen Elements

Unless otherwise stated below, all controls on the Note screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

If one or more special conditions exist that affect a control on the Note screen, the condition(s) are documented for that specific control below.

Date text and value label

View the date of the note in the Date text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Staff Member drop-down list box

Select the name of the staff member who wrote the note in the Staff Member drop-down list box.

It is filled with a list of staff members with active dates from the USERPROFILE table and is displayed in alphabetical order. It is sorted alphabetically by first name and then by last name.

Note multi-line text box

Enter the text of the note in the Note multi-line text box.

When the text entered exceeds the bounds of the multi-line text box, a vertical scroll bar displays. The multi-line text box is initially blank.

The maximum size of the control is four thousand (4,000) characters.

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The Notes screen displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Notes screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Required	Table	Column	Notes
Date		VENDORNOTES	CreateDate	·
Staff Member	X	VENDORNOTES	UserID	·
Note	X	VENDORNOTES	Description	·

Software Version: 2.40.00