Enter Notes Status

Explanation

Use this activity to enter and maintain user-defined credit note statuses and to view system-maintained default credit note statuses. This mandatory task is to be performed by a system administrator or equivalent person if using credit management. 

The note statuses are used when entering invoice header and invoice line notes. The system-defined statuses, which are installed during system start-up, cannot be modified or deleted. You can, however, either add, modify, or delete as the user-defined note statuses.

Prerequisites

This activity has the following prerequisites:

• None.

System Effects

As a result of this activity:

• Note statuses can be entered on invoice header and invoice line notes in the Query Customer Invoice Details window. 
• Credit notes statuses can be used for follow-up messaging.

Window

Credit Management Basic Data/Notes Status

Related Window Descriptions

Credit Management Basic Data/Notes Status

Procedure

To perform this activity, follow these steps:

1. Open the Credit Management Basic Data window.
2. Click the Notes Status tab.
3. Create a new record.
4. Enter a numeric ID and description.
5. Select the Send Message check box to send a message to the default credit analyst when the actual Note Status is used.
6. Save the changes.