Infoset details and Notes

Infoset Notes Setup - Notes/DML/Extender Tray Tab (I/M Options)

Select Infoset Alert Type -Alert Based on structured data / Optional fields setup in Information Manager Optional Tables / Setup / Infoset Codes.

Requirement! Requires Sage 300 Optional Field module and Orchid Optional Tables.


Example with one Field - LOCATION

Example with Customer Number and Item Number

Configure which Sage 300 Fields/Screens display the Optional Table/Infoset content in the Alert Box.

For details on finding the RotoID, refer to How to find the RotoID of a Sage 300 screen

Configure how the Notes will be displayed in the Alert Tray.

Tip: The most common setup for Notes and Documents is Notification Method = None and Show Alert = Show Alert.

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.