Professional Documents
Culture Documents
MODULE: SALES
REFERENCE: NOTEPAD.DOC
While every precaution has been taken to insure the accuracy of the
information contained in this document, Masterpack International accepts no
responsibility for inadvertent errors or omissions. The information contained
in this document is subject to change without notice.
NOT TO BE DISTRIBUTED TO
ANY PERSON OR ORGANISATION
OUTSIDE MASTERPACK INTERNATIONAL.
C O N T E N T S
PAGE
OVERVIEW....................................................................................................1
BUSINESS CONCEPT..............................................................................................1
DEFINITIONS......................................................................................................1
BUSINESS FUNCTION.............................................................................................2
BUSINESS PROCESS.........................................................................................4
SETUP........................................................................................................8
SET UP REQUIREMENTS.........................................................................................8
KEY SET UP EXAMPLES..........................................................................................9
STRENGTHS...........................................................................................12
ISSUES......................................................................................................13
POTENTIAL ENHANCEMENTS....................................................................................13
CONTACTS.............................................................................................15
OVERVIE
W
Business Concept
Making a note against an entity in masterpack provides a structure in
which to hold and retrieve unstructured information. The notepad
presents different views of itself depending on the operator who is
viewing the notepad and the situation in Masterpack where they are
viewing it from. The concept is that the notepad is able to intuitively
present notes which are of relevance to the user at the time of viewing.
Additionally groups of users may be barred from viewing notes of a
sensitive nature.
Definitions
■ Note - A comment relating to an entity in Masterpack’s data
structure. Made by a single operator at a point in time.
■ Notepad - A collection of notes relating to an entity in
Masterpack’s data structure.
■ Entity - Any transaction or master file is considered an
entity. Eg notes applicable to a sales order or to a customer
master file.
■ Notepad Focus - The type of notes a user is initially
presented with when the notepad is invoked.
■ Notepad Access - The types of notes a user is allowed to
view, amend , insert and delete.
■ Note Types - These serve to group notes from a common
source within Masterpack. The note type defines how the note
is linked to Masterpack’s data structure. For example any AR
(accounts receivable) note is related to a customer master
record. (see set up issues for more information).
OVERVIEW PAGE 1
■ Auto Note - A note generated by the Masterpack system as
a result of making a transaction. No additional user input is
required.
Business Function
The notepad is used whenever it is advantageous to have a record of
business processes in a narrative form.
OVERVIEW PAGE 2
■ Better Customer Service. The notepad allows each contact
to become richer. Consider the following. A customer
service representative noted a question a customer
contact had about how to use a particular product. Before
a telemarketing representative makes their weekly call he
views the notepad. He could then find the answer to the
customer’s query before making the call.
■ Continuity in dealings. The communications made with
representatives of other companies are made with
knowledge of what has been communicated before.
■ Efficiency and productivity. The use of the notepad assists
in preventing different individuals from duplicating tasks.
■ Sensitivity with customers. Issues raised in the service
and Receivables modules can be visible to telemarketing
operators. Thus when attempting to gain more business
the sales operators will have a better picture of any
service calls or payment issues outstanding. When
attempting to gain more business the sales operators will
have a better picture of the existing state of the business
relationship.
■ Less reliance on particular individuals. Given detailed
recording of communication other people can more easily
pick up for absent employees.
OVERVIEW PAGE 3
BUSINESS
PROCESS
Start Transaction
Change Notepad
Focus
View Other Notes
View Notepad.
View Related
Notes
Modify
Transaction based
on contents of
notepad .
Complete
Transaction
Automatic Note
Generated
Operator Updates
Notepad
Operator Sends
Note To Other
Users Via Mail
-End of Process
-
View Notepad
Modify Approach
Complete Transaction
Review Notes
SET UP PAGE 8
Key Set Up examples
SET UP PAGE 9
Set Up Issues and Repercussions
Tips
■ For full and unexpurgated technical documentation refer to
the masterpack help item SYHELP NOTE.TECH
■ Only the processes listed in the control function have the
ability to generate auto notes. If it is required to generate
auto notes from other processes then additional
programming is necessary.
■ Similarly, if the existing auto notes are required to show
different information then the existing program used to
generate the note must be changed. For example it may be
desired to note the product line or products purchased when
an order is placed as well as the order value.
■ The standard setup for notepad control is held in a record
$$$$ in SY.NOTE.CONTROL.
■ If your company code is missing these defaults then this
record can be used as a template.
SET UP PAGE 10
■ Setting up new note types is not something which can be
done without careful consideration and understanding of the
internal workings of Masterpack.
■ Setting up note topics can be very straightforward.
SET UP PAGE 11
STRENGTH
S
STRENGTHS PAGE 12
ISSUE
S
Potential Enhancements
■ Setup requires careful consideration. Too easy to set up the
notepad so people will hate it.
ISSUES PAGE 13
Implementation or Functional Considerations
None noted.
ISSUES PAGE 14
CONTACT
S
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AND EUROPE
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