Enter/Modify Notes

Explanation

Use this activity to enter notes about payments, payment documents, customers or suppliers. 

You can add new notes, modify or remove existing notes. You can view the notes entered by other users, but you can remove or modify only the notes created by you. 

Prerequisites

The relevant records must exist in the applicable windows. 

System Effects

New notes will be added or existing notes will be modified.

Window

This activity can be performed in many windows.

Related Window Descriptions

Notes

Procedure

1. Right-click on a window and select RMB option Notes.
2. Click New to create a new note. A value in the Timestamp field will appear automatically.
3. Enter values in the Notes field and click OK to save the newly added note.
4. Click Remove to remove a note previously created by you. Click OK to save the changes.
5. To modify the notes previously created by you, click the Notes field and make your changes. Click OK to save the changes.