Yellow Notes in Aurena

Sorry, mate. My bad. Forgot that it indeed needed a custom function deployed prior to work (as there is no standard clob to blob conversion as far as I know). Please deploy the attached before running the script. If you prefer not to create any database objects, you may add this function in the script as well. I’ve dug up this function from the Internet, but works fine for what we’re after.

Thanks, Asanka.  We’ll be rushing off to try it!  

Linda

Would it be possible for R n D to develop  script so we could at least extract the data on Sticky Notes?

We use them extensively - things like flagging up an issue on a customer accout so anyone dealing with the customer either in Sales or Finance instantly sees the issue.  Not everyone looks for or has the will to seek out a text box or even look for a checkbox and then have to RMB to Notes to view the comments.  We are making the move from Apps9 to Cloud and it’s one of the things users have mourned the loss of quite heavily.  

In Cloud we are thinking of adding a custom notes field and have it conditionally formatted and/or visible if there is any text in the field - to give the users that instant ‘in your face’ notification … as and when conditional formatting makes a return, of course.  

In readiness, it would be helpful if we could identify where those sticky notes are and what the text is so we can replicate. 

Hi Dominik,

It's been 1 year since your answer about the sticky notes. Is there any news about it in the meantime? Has a solution been found to implement this in Aurena/Cloud and is there already a timeline for when it will be available?

Supply Chain

1. Sticky notes- 
   1. They are important for communicating on Customer orders acting as a pop up message in quickly alert the user if a issue.
   2. Shop Order to communicate internally. They may use Note field but they are not easily noticed.
   3. Obsoleted inventory items to quickly alert someone of the reason why it was obsoleted.

              Everyone would like to have sticky notes in Aurena.  They are a very easy way to communicate information.

Our users heavily use sticky notes in all areas of the application as a means of simple and imediately visible information for communication. it communicates specific information that can not be handled anywhere else in the application.

it also allows to handle pictures or weblinks, which is frequently used.

Sticky Notes is the primary driver for our customer service collaboration.  Our users use it every day.  It is the only way they have to insure that key information on a transaction (customer order, purchase order, whatever) is seen.  It’s in your face, you have to move it to see whatever is behind it.  There’s no way someone can say “I didn’t notice it.”  Use has only increased since we moved to working from home.

I just did a quick check in our system.  Since Jan 1, 2020 - we’ve created or modified 25K Yellow Notes on 27 different LUs.  The LUs with the most notes in that time are Customer Order, Purchase Order, and Business Opportunity.  The number is 4K since August 1, 2020.

Sticky notes is a feature that our users use every single day,.  The simplicity and ease of use is hard to beat.  The ability to communicate something temporarily in the context of a specific transaction and have that communication be obvious is a feature that our users would miss a great deal.

While it has limitations, our users understand those limitations and work accordingly.

There’s a reason why the real paper sticky notes are still sold in office supply stores - people buy them and use them and there’s nothing else quite like it.

That’s true.

They’re mostly used for clearly communicating (like “in your face”) what needs to be done/corrected (especially with expense sheets and invoices).

What we care about is that there’s a relatively easy way for our users to do this, without having to use Outlook every time.

But yes, I agree that they need to change to be better suited for the web UI.

Hi @SORSITEL and @Mark.Feldpausch 

Since we received more questions and feedback on Sticky Notes, we would really appreciate if you also could mention why you appreciate having Sticky (Yellow) Notes and how useful it is, and what exactly are the underlying “problems” that sticky notes solve, so that we could inform R&D on the business critical nature and how useful this feature is to customers :)

Thanks & Best Regards,
Yasas

We use the sticky notes a fair bit for collaboration but also in a digital equivalent of a physical sticky note.

E.g. when raising a purchase req i’ll often leave a sticky note for the procurement team if I really want the specific item (as sometimes they’ll get an alternative product which might not do exactly what I need as well) or for links to suggested suppliers websites if its a non-regular item order.

or

“xxx called yyy and will follow up on zzz” or “spoke to xxx who will yyy” etc.

They’re used pretty heavily here - not saying there’s perhaps not a better way or we couldn’t adapt but just that they are very much used and appreciated. Removal of them would be a big adjustment for our organisation.

Sticky Notes are currently not in the plan. They do not feel like something that belongs in the current web-based UI, at least not in the form they had previously. Also, we were working from an assumption that Sticky Notes was something that was quite popular in demos, but not really used by customers. From the examples that I’ve heard here it sounds like some customers are using them instead of custom fields to save some additional information. Not that much for collaboration (which was the driving idea behind Sticky Notes).