Order Note Types: Definitions and Standard Usage

Note types may be used to add additional information to the note text itself. Certain notes may also publish on the Open List Report and can print on invoices and sales order reprints when identified with the correct note type and marked appropriately by checking the invoice box. The note text to print should be concise and customer friendly.

Order Note Types Reference

Note Type	Description	General Use / Guidelines
ACCTCREDIT	Apply on Acct Credit to Order	Use when applying account credit to an order.
ATTENTION	Attn for Invoice	Add “ATTN:” person/department name on the invoice (Bill To address).
BILLING	Billing Notes	General billing-related notes. Can print on invoice and SO reprint if marked.
BO	Backorder	Use to identify back ordered items.
CALLER	Caller Name and Phone	Capture contact name and phone for web/phone orders.
CCPEND	Notified customer of failed CC	Document communication to customers about failed credit card.
CORRINV	Corrected Invoice	Use when referencing or explaining a corrected invoice.
CREDIT	Credit	General AR credit applied.
CREDIT_INS	Credit Insurance on Order	Use when credit insurance applies to an order.
CSCENTRYER	Customer Service Entry Error	Document entry errors made by Customer Service.
CUST	Customer	Generic customer-related notes.
DATE	Requested Date	Capture or clarify requested ship/delivery dates.
EDECA	eDECA Data Administrator	Use for eDECA data administrator-related notes.
EDESSA	Edessa	Use for Edessa-related notes.
ENTRYERROR	Order Placement Entry Error	Document order placement errors.
EXPLAIN	Service Detail dmg, def, not as exp	Use when describing damage, defect, or “not as expected” issues.
FG	Free Goods	Identify free goods on the order.
FINANCING	Financing	Notes related to financing arrangements.
FUNDING	Funding	Capture funding-related information (e.g., source of funds, requirements).
GC	Gift Card	Notes related to gift cards.
GRANT	Grant Funding	Use when order is tied to grant funding.
INVMSG	Message on inv-Check Recv, etc	Invoice messages; can print on invoice and SO reprint if marked.
ITEMCHG	Item Change	Document item changes (e.g., SKU change, replacement).
NLA	No Longer Available	Flag items that are no longer available.
OMBO	Order Mgmt BO	OM notes for backorders.
OMCRDT	Order Mgmt Credit Hold	Use when Order Management has placed a credit hold.
OMDS	Order Mgmt DS	General OM DS-related note.
OMESTAT	Order Management ESTAT HOLD	Use when order is on ESTAT hold.
OMFUT	Order Mgmt Future Date	For future-dated orders or releases.
OMHOUSE	Order Mgmt House Order	Identify house orders.
OMITEMCHG	Order Mgmt Item Change	OM-driven item changes.
OMKEY	Order Mgmt Key Acct	Notes for key accounts handled by OM.
OMNC	Order Mgmt No Charge	No-charge situations managed by OM.
OMNLA	Order Mgmt NLA	OM notes for items no longer available.
OMPG	Order Playground Order	Identify playground-related orders.
OMPLAY	Order Mgmt Playground	Additional playground-related OM notes.
OMQUOTE	Order Mgmt Quote Hold	Orders on hold pending quote resolution.
OMSHORTPCK	Order Mgmt Short Pick	Document short picks (less than ordered shipped).
OMSPCATTN	Order Mgmt Special Attn Sheet	Flag orders requiring Special Attention Sheet review.
OMSPEC	Order Mgmt – Time or Actions	Use for time-sensitive OM actions or special handling.
OMSUB	Order Mgmt Sub	Substitution-related OM notes.
OMTRNG	Order Mgmt Training	Training-related OM notes.
OMUPSELL	Order Mgmt Upsell Items	Document upsell items added by OM.
OMWAIT	Order Mgmt Cust Knows BO – Wants to wait	Use when customer is aware of BO and chooses to wait.
OMXLTARIFF	Vndr Cancelled due to tariffs	Vendor cancellations due to tariffs.
ORDHLD	Cust Hold Communication	Capture communications related to customer holds.
PRICING	Pricing	Notes about pricing decisions, overrides, or approvals.
REALEBOOKS	Realebooks Licenses Info	Use for Realebooks license-related details.
REBILLS	Credit & Rebill Note Type	Document credit-and-rebill situations.
RMA	Return Authorization	Use for return authorizations and related details.
RUSHREMOVE	Rush was Removed	Note when a rush designation has been removed.
S	Sub for Item Not Available	Identify substitute item when original is unavailable.
SALESENTRY	Sales Entry Error	Document sales entry errors.
SPEC ATTN	Special Attn Note	Standard when a note is added by sales rep/customer to a “web/quote” order.
SUB	Substitution	General substitution notes.
TRAFFIC	Notes for Traffic Dept	Use for Traffic Department-related instructions or info.
XXLBO	Service Cancel Line(s) due to BO	Identify cancelled lines due to backorder.
XXLOTHER	Service Cancel Line(s) other than BO	Identify cancelled lines for reasons other than backorder.

How Note Types Are Used

Operational tracking: Order Management uses these notes to track reasons, contact points, and actions on open orders (e.g., holds, backorders, substitutions).
Customer communication: Some notes drive what appears on invoices or reprints, helping ensure customers see key messages (e.g., invoice messages, attention lines).
Internal communication: Note types drive awareness on who is managing the actin or what action may be needed (ATTN:, Traffic,)
Issue documentation: Entry errors, damages/defects, financing, and funding details are consistently captured for future reference and reporting.

Field behavior & visibility

Notes with printing behavior (e.g., BILLING, INVMSG) will print on invoices and sales order reprints if the appropriate print option (select Invoices checkbox) is selected.

Which note types:
- Print on invoices? Billing & INVMSG
- Print on packing slips? NONE
Any system-specific flags that must be checked to print?
- The checkbox for “invoices” must be selected on associated note

Order Note Types: Definitions and Standard Usage

Order note types are standardized labels used to categorize notes on orders, invoices, and customer records. They help Accounting, Customer Service, and Order Management track contact points, reasons, and actions.