Pop-up notifications in your master data information setup let you display important messages automatically when a user opens a sales or purchase document. You enable the feature with two settings: a check mark in the information setup and a per-code configuration that decides where the pop-ups appear.
To turn on pop-ups, set the “Show Popups” check mark in the master data information setup. This controls whether the feature is active in the company at all.
For each information code, you choose whether it should show as a pop-up and whether it applies to sales, purchase, or both. You set these as separate check marks in the Popup Messages field on the information code.
When a code is set up for pop-ups and you attach a description to a customer or an item, the message appears automatically. Customer-related codes show on the sales order header, and item-related codes show on the sales order line.
Two settings needed to enable pop-up notifications
Setting up pop-up notifications is straightforward. You need to do two things to make it work.
First, go to the master data information setup and add a check mark called “Show Popups”. This setting determines whether pop-ups are used in the company. Without it, no pop-ups appear regardless of how the individual codes are configured.
Second, decide which information codes the pop-ups should apply to. In the information code list, you can choose on each individual code whether it should be shown as pop-up information.
Configuring pop-ups per information code for sales and purchase
For each information code, you control where the pop-up appears. In one example, an information code called “Notification” is set up by drilling down on the Popup Messages field. There you can select whether the code should use pop-ups for sales and for purchase. These are two separate check marks.
You can apply the same approach to other codes. For example, you might have a “Quality Demand” code and want it to trigger pop-ups only on the sales side. You open Popup Messages on that code, check the sales option, and leave purchase unchecked. The code then only triggers pop-ups on sales documents.
Where the pop-up message appears
Once a code is set up for pop-ups, the message is driven by the description you attach to the relevant master data. You add the description directly on the customer or on the item number under the information code.
If the code is attached to a customer, the message pops up on the sales order header. If it is attached to an item, the message pops up on the sales order line. If you attach it to both, the pop-up appears in both places.
Q&A
How do I enable pop-up notifications in the master data information setup?
Set the “Show Popups” check mark in the master data information setup. This determines whether pop-ups are used in the company.
How do I control whether a pop-up applies to sales or purchase?
Open the Popup Messages field on the relevant information code and use the separate check marks for sales and purchase. Check only the sales box, for example, to make the pop-up appear only on the sales side.
Where does the pop-up message appear?
It depends on where you attach the information code description. Customer codes show on the sales order header, item codes show on the sales order line, and a code attached to both shows in both places.