How to Use Memo Fields

 

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Operation of MKG Memo Fields

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Detail window

In principle, there is room for only one line in a memo field. If the text is longer, it will not be visible. Then open via the button

the option 'Detail window...' or select the memo field and use the key combination Ctrl+E. The 'Change field' pop-up screen will then open, where the entire text is visible and where there is also sufficient writing space.

 

Unlimited characters Memo fields have no limitations on the number of characters, and can therefore be filled without restriction.

 

 

Insert User Stamp

Place the mouse cursor in the memo field and press the function key F8. MKG then automatically fills in the following information between square brackets: [username, date, time]. This can be useful, for example, to monitor progress or if different users need to be able to assess the information.

 

Standard Texts

Pre-created texts can be inserted into a memo field. To create these texts, use the table Memo Texts

. Give the new memo text a sequence number (must be unique) and link it to a category, so that you can easily find it later in the correct process. Choose a short description that summarizes the text and enter the entire text in the memo field. Save the new memo text.

In the process, go to the desired memo field and right-click to open the options for standard texts. The previously created memo texts are shown there per category and can easily be clicked to fill in.

 

Multiple standard texts A combination of multiple standard texts in the same memo field is also possible, then click on the desired texts one by one.

 

 

Link Memo Texts

The 'Link memo texts' functionality offers you the option to use or consult memo fields from other tables. This makes it easy to place a lot of text under, for example, a sales order line.

Arrange priority The administration settings can be used to enforce that the memo fields in the Purchasing, Sales and Production processes always have priority over the custom memo fields when an order line is transferred from one process to the other.

 

On an Order Line (via Items)

When selecting an item on an order line (quote, sales or purchase), all memo fields can be used. By default, MKG will call the memo fields for items that belong to the process in which the order line is created. However, this can easily be changed with information recorded in an extra field of an item.

 

On an Order Header

Link memo texts can also be used on the header of a quote, purchase or sales order. In this way, all memo fields of debtors, creditors and the relation header are available within the process modules.

 

Size

The size of the memo field can be adjusted. There are a number of options available for this:

• Number of lines: up to a maximum of 10 lines.
• Available space: MKG estimates the space available on the screen; this may differ per screen/module.
• Fixed size: this allows the previously selected number of lines or the available space to be defined to a fixed size, so that the size is always the same (this must be set separately for each memo field).

 

Restore Default View

Any adjustments made to the above options will be undone and returned to MKG's default settings.

 

Please note! All functionalities discussed in this article apply to both internal and external memo fields.