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Pop-Ups

Updated
  • Updated on May 26, 2026
  • Published on Feb 24, 2026
  • 8 minute(s) read
  • AF
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Feature Overview

Pop-ups display automated warning or information messages to users when they encounter a specific master data record or specification during their work. When an item, customer, or vendor has a pop-up configured, a message appears automatically at the relevant moment — for example, when a sales order is created for an item that has a handling warning, or when a vendor with a special payment condition is selected on a purchase document.

Each pop-up is configured at the Information Code level and is targeted to one or more specific Pop-up Message Areas. Each area corresponds to a specific document type or workflow event, giving you precise control over exactly when a message fires. The supported areas for sales documents are: Sales Orders, Sales Quotes, Sales Invoices, Sales Credit Memos, Sales Return Orders, and Blanket Sales Orders. For purchase documents: Purchase Orders, Purchase Quotes, Purchase Invoices, Purchase Credit Memos, Purchase Return Orders, and Blanket Purchase Orders. In addition, a dedicated area controls Quote-to-Order Conversion — whether the pop-up fires when a Sales Quote is converted to a Sales Order.

Pop-ups are set up on the Pop-up Message Types page, accessible from the Information Code Card via the Pop-up Message action. Each row in the setup defines one area where the pop-up fires, with a Show Pop-up flag that can be toggled per area independently. A pop-up can be active for Sales Orders but silent for Sales Quotes, or active only on Quote-to-Order conversion regardless of any document-type flag.

The presence of any active pop-up on a code is indicated by the Pop-up Message indicator on the Information Code Card.

Note on upgrading from earlier versions: Pop-ups were previously configured with a single Sales area and a single Purchase area. When upgrading, existing configurations are automatically migrated: if Sales was enabled, all six Sales document-type areas are enabled; if Purchase was enabled, all six Purchase document-type areas are enabled. The Quote-to-Order Conversion area defaults to disabled after upgrade and must be enabled explicitly if needed.

Key Facts

Area Detail
Where to set up Pop-up Message Types page — accessible via the Pop-up Message action on the Information Code Card
Sales areas Sales Orders, Sales Quotes, Sales Invoices, Sales Credit Memos, Sales Return Orders, Blanket Sales Orders
Purchase areas Purchase Orders, Purchase Quotes, Purchase Invoices, Purchase Credit Memos, Purchase Return Orders, Blanket Purchase Orders
Conversion area Show on Quote-to-Order Conversion — fires when a Sales Quote is converted to a Sales Order
Activation Controlled per area by the Show Pop-up flag on each Pop-up Message Type line
Indicator The Pop-up Message field on the Information Code Card shows whether any active pop-ups are configured
Integration points Information Codes

Getting Started

  1. Open the Information Code Card for the code you want to add a pop-up to (e.g. HANDLING-WARNING).
  2. Choose the Pop-up Message action to open the Pop-up Message Types page filtered to this code.
  3. Add a line for each area where the pop-up should appear. Set the Pop-up Message Area (e.g. Sales Orders) and enable Show Pop-up.
  4. Repeat for additional areas as needed. Each area is an independent line — enabling one does not affect the others.
  5. Save.
  6. Assign the HANDLING-WARNING specification to an item that has a handling requirement (via the Information Setup page).
  7. When a sales order is created for that item, the pop-up fires for the Sales Orders area. Other areas remain silent unless explicitly enabled.

Related Features

Pop-ups are configured through Information Codes — each pop-up is tied to a specific code. The pop-up fires when a master data record that has a specification entry for that code is encountered in a configured area. There is no direct relationship to Logical Dependencies or Merge Descriptions — pop-ups are a standalone notification mechanism that works alongside the specification framework. The Information Code Card shows a summary indicator of whether pop-up messages are active for a code.

User Stories

US-01: Set up a handling warning pop-up for items with special requirements

As a IT Manager
I want to configure a pop-up that fires when a sales order is created for an item that has a "Fragile" handling classification
So that sales order processors are automatically reminded to add special packaging instructions

Setup:

  1. Create (or open) the HANDLING Information Code.
  2. Open the Pop-up Message action and add a line: Pop-up Message Area = Sales Orders, Show Pop-up = enabled.
  3. Save.
  4. Assign the HANDLING specification with value FRAGILE to the relevant items.
  5. When a sales order is created for one of those items, the pop-up fires.

Note: If you also want the warning to appear on Sales Quotes, add a separate line for Sales Quotes with Show Pop-up enabled. Each document type is configured independently.

US-02: Configure a pop-up for vendors with special payment conditions

As a Purchasing Agent
I want to receive an automatic reminder when creating a purchase order for a vendor that has a specific payment agreement in place
So that the correct payment terms are always applied and the agreement is not overlooked

Setup:

  1. Create or open an Information Code for special payment conditions (e.g. PAYMENT-AGREEMENT).
  2. Open the Pop-up Message action and add a line: Pop-up Message Area = Purchase Orders, Show Pop-up = enabled.
  3. Assign the specification to the relevant vendors.
  4. When a purchase order is created for one of those vendors, the pop-up fires.
US-03: Enable a pop-up for sales orders but not for sales quotes

As a IT Manager
I want to configure a pop-up to fire only on Sales Orders, not on Sales Quotes
So that the warning appears when an order is committed, but not during the quoting stage

Setup:

  1. Open the Pop-up Message Types page for the relevant Information Code.
  2. Add a line: Pop-up Message Area = Sales Orders, Show Pop-up = enabled.
  3. Do not add a line for Sales Quotes, or ensure any existing Sales Quotes line has Show Pop-up disabled.
  4. Save. The pop-up fires only on Sales Orders.
US-04: Enable a pop-up on Quote-to-Order conversion

As a Sales Manager
I want to configure a pop-up that fires specifically when a Sales Quote is converted to a Sales Order
So that sales staff are reminded to verify product configuration details at the moment of commitment, even if no pop-up showed on the original quote

Setup:

  1. Open the Pop-up Message Types page for the relevant Information Code.
  2. Add a line: Pop-up Message Area = Show on Quote-to-Order Conversion, Show Pop-up = enabled.
  3. Optionally keep all Sales document-type lines disabled to isolate the conversion trigger.
  4. Save.
  5. When a Sales Quote containing an item with this specification is converted to a Sales Order, the pop-up fires during the conversion.

Note: The Quote-to-Order Conversion area is independent of the Sales Orders area. If both are enabled, the pop-up fires twice — once on the Sales Order (when opened) and once during the conversion itself. If only the conversion area is enabled, the pop-up fires only at the point of conversion and not when the resulting Sales Order is subsequently opened.

US-05: Configure a pop-up to fire on both a quote and its conversion

As a Sales Manager
I want to show a pop-up when a Sales Quote is opened and again when that quote is converted to a Sales Order
So that the message is surfaced at both points in the sales workflow

Setup:

  1. Open the Pop-up Message Types page for the relevant Information Code.
  2. Add a line: Pop-up Message Area = Sales Quotes, Show Pop-up = enabled.
  3. Add a second line: Pop-up Message Area = Show on Quote-to-Order Conversion, Show Pop-up = enabled.
  4. Save. The pop-up fires when the Sales Quote is opened, and again when it is converted to an order.
US-06: Disable a pop-up temporarily without deleting the configuration

As a IT Manager
I want to temporarily disable a pop-up message while a process is under review, without losing the configuration
So that I can re-enable it quickly when the review is complete

Setup:

  1. Open the Pop-up Message Types page for the relevant Information Code.
  2. Find the area line for the pop-up you want to disable.
  3. Set Show Pop-up to disabled.
  4. Save. The pop-up will no longer fire until Show Pop-up is re-enabled.
US-07: Configure a pop-up for purchase invoices only

As a IT Manager
I want to show a pop-up specifically when processing a purchase invoice for an item with a quality hold specification
So that accounts payable staff are reminded to verify the goods receipt before approving the invoice

Setup:

  1. Open the Pop-up Message Types page for the QUALITY-HOLD Information Code.
  2. Add a line: Pop-up Message Area = Purchase Invoices, Show Pop-up = enabled.
  3. Leave all other purchase areas disabled.
  4. Save.
US-08: Check whether a pop-up is active on an Information Code

As a IT Manager
I want to quickly see which Information Codes have active pop-up messages configured
So that I can audit the notification setup without opening each code individually

Setup:

  1. Open the Information Code List.
  2. The Pop-up Message column (visible on the Information Code Card) indicates whether active pop-ups exist for each code.
  3. Open the Information Code Card for any code showing the pop-up indicator and choose Pop-up Message to review the full area configuration.

Field Reference

Field Where to find it What it does Default
Master Data Inform. Setup Code Pop-up Message Types page The Information Code this pop-up is associated with —
Pop-up Message Area Pop-up Message Types page The specific document type or conversion event where this pop-up fires. Options: Sales Orders, Sales Quotes, Sales Invoices, Sales Credit Memos, Sales Return Orders, Blanket Sales Orders, Purchase Orders, Purchase Quotes, Purchase Invoices, Purchase Credit Memos, Purchase Return Orders, Blanket Purchase Orders, Show on Quote-to-Order Conversion —
Show Pop-up Pop-up Message Types page Enables or disables this pop-up for the specified area Disabled
Pop-up Message (indicator) Information Code Card Shows whether any active pop-up messages are configured for this code Disabled
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