Enter Free-text 'Notes' for Order Lines in R2
Content was last updated in 06.22.06-00
Revision History
At times the planner while creating an Order in R2 would want to share Instruction, Comments, Suggestions, or Requests to their team members.
To facilitate that, we have added a free-text ‘Notes’ column in R2 Order grid. The 'Notes' column in R2 Grid is a re-writable field.
Note Field Behavior:
By default, the ‘Notes’ column will be the last column in the Order Grid.
System does not allow to enter ‘Notes’ text for Blank Lines, Section Total, Section Header, and Subtotal.
While creating a duplicate order – it copies and carry forwards the ‘Notes’ text into the newly created order from source.
Text in ‘Notes’ column is retained while Converting an Order to Quote, Hold, or Reservation or while turning it into a Billing Order.
While doing copy from order – it does not copy or carry forwards the ‘Notes’ text.
While creating/replacing a new version of the order – it copies and carry forwards the ‘Notes’ text.
While reading an already entered text, the system provides following two mouse-hover actions:
The text in the ‘Notes’ column appear as 'Pop-up' on mouse hover action, adding the ability to read the complete notes. [See Figure 1.0]
If the text is long enough not to contain within the width of the ‘Notes’ column, only a portion of the text is visible in the column with a series of 3 trailing dots, as highlighted in figure below.
Figure 1.0: Text in ‘Notes’ column in the R2 Order Grid showing as ‘Pop-up’ on Mouse Hover
c. The length of text visible in the ‘Notes’ column depends on the configured width of the ‘Notes’ column, which can be modified by the user if required.
d. However, the user can read the entire text in a horizontally scroll-able pop-up bar, on mouse hover action. As shown in the figure.
Figure 1.1: Text in ‘Notes’ column in the R2 Order Grid showing as Horizontally Scroll-able Pop-up Bar on Mouse Hover
Note Text Characteristics:
Notes can be entered in any language supported .
Use of special characters is allowed
Maximum length of notes text allowed is 2000 characters.
'Multi-line' Notes cannot be entered. System will assume any line-break character as end of text.
A similar ‘Notes’ column is also available in R2Labor > Labor Grid as well.
It allows you enter in ‘Notes’ column in R2 Labor Grid (within R2 Order Module) which can be viewed in the 'Notes' field for Labor Lines in Planning Order, Graphical Scheduling, and Whiteboard screens in R2 Labor.