Options / Notes/DML/Extender Tray Tab:
Select Note Note Type -Alert Based on free format text box
(For further details on note type, view below)
Note Type Field Description
Configure which Sage 300 Fields/Screens display the notes.
Tip: Use the F9 / Detail screen to setup Notes Hotkeys as this will show you the required fields for each Notes type.
Example: (“CUSTOMER NUMBER” on the AR Customer screen or “CUSTOMER NO.” on the AR Customer Inquiry.
Tip: If you want the same notes to show on both the AR Customer Screen and the AR Customer Inquiry, you need to add two rows in the I/M Setup>Options on the Notes/DML/Extender Tray tab. One for the Field Label “CUSTOMER NUMBER” and one for the Field Label “CUSTOMER NO.”
Configure how the Notes will be displayed in the Alert Box.
The most common setup for Notes and Documents is
Notification Method = None and
Show Alert = Show Alert.
In Alert Heading: Enter a description for the section in the Alert Box
For details on all configuration options, refer to: Notification and Alert Configuration (Notes/DML/Extender Tray Tab)
Save and Refresh Tray
Save the Detail Hotkey Setup and Save the I/M Options
Refresh the Tray icon if you have made any changes on the IM Setup>Options in the current session as the Tray icon reads the current setup when the company is first opened.
Tip: If you have multiple Tray icons, Close the Sage 300 desktop and re-open to refresh the configuration.
