This program is used to enter the text for notes. Notes are used in sales, service, purchase, work and manufacturing order programmes and are used to add notations (or “messages”) to these.
Options
| Text | Select this option to create or edit text for the note type. |
| Items | Select this option to associate items with the note type. |
| Business partners | Select this option to associate business partners with the note type. Note: This option is not available for note types 40, Manufacturing orders. |
| Parent companies | Select this option to associate parent companies with this note type. Note: This option is not available for note types 40, Manufacturing orders. |
Selection fields
- Note type
- This heading displays the type of note you are working with, and will correspond to the selection made in the previous panel.
- Note id
- Under this column heading, all the Note ID’s that have been previously configured in the system are listed.
- Description
- Under this column heading, all the Note ID’s descriptions are listed. These correspond to the Note ID names that are listed to the left of this column.
- T
- If this column is set to YES, it denotes that the note type has had text added to it.
- I
- If this column is set to YES, it denotes that the note type has had an item added to it.
- B
- If this column is set to YES, it denotes that the note type has had a business partner added to it.
- P
- If this column is set to YES, it denotes that the note type has had a parent company added to it.
Work with notes (GDMD18104)
In this panel, the details of the note that you have chosen to work with are defined, or edited.
- Note type
- Displays the type of note that you determined you wish to create or modify. Valid note types are:
- Note id
- Enter a name for the note that you are creating, by which you wish to identify this note. This is a mandatory field and existing records may not be changed.
- Description
- In this field, enter a description for this note type. This field may be changed in edit mode.
- Display code
- Enter a code to indicate if this note should be automatically displayed in the records for which it is being created.
Code Description M MANDATORY if you require the note’s text to be automatically displayed in an order, each time a business partner that belongs to the name note group has an order entered for them. O OPTIONAL if you only wish a message to be presented, informing you a note exists and may be included for each order that is created for a business partner that forms part of the name note group you are presently working with. – (Minus symbol) NOT ALLOWED if you do not wish the note text to ever be displayed, for orders created for business partners that form part of the name note group you are presently working with. Note: The symbol used here may vary, depending on what has been assigned in the Language table for Not allowed.
Work with notes, Copy (GDMD18105)
This panel displays the records that were selected for copy in the previous Work with notes panel.
Enter the new note ID that you wish to create and click OK to confirm this.
Work with notes, Deletion (GDMD18108)
This panel displays all the note types that you have selected for deletion in the previous Work with notes panel.
Click OK to confirm the deletion of these records.