Enter Note

Explanation

A note can be used, as means of passing on information to someone who will process the object later. Another area of use is to make personal notes and comments for internal reference only.

The major difference between notes and document text is that notes are not getting printed. However, the header notes and notes for the reserved lines, entered using the Material Requisition window will be printed on the Pick List.

A note can consist of up to 2000 characters.

You can link the note to the header or to each line separately. However, in some documents you can link a note only to the header and in others, only to the lines.

When a note is linked to a header, the Note check box on the header is marked. When a note is linked to the line, the Note check box on the line is marked. Observe, however, that check boxes do not always exist.

Prerequisites

For entering a note in the header:

• The header must have been entered and saved.

For entering a note on a line:

• The header and at least one line must have been entered and saved.
• The appropriate line must be selected.

System Effects

When a note is connected to the header, a note applying to the entire document is entered and the Note check box in the header is marked. When a note is connected to a line, the Note check box on the line in question is marked. The note should only apply to that specified line. Check boxes may not appear on all records.

Procedure

Entering a note in the header:

1. Retrieve the record by using the Populate or Query function.
2. Right-click on the header and select Notes.
3. Enter your text and select OK.

Entering a note on the line:

1. Retrieve the record by using the Populate or Query function.
2. Select the line on which you want to enter a note.
3. Right-click and select Notes, enter the text in the editor and select OK or double-click in the column and enter the text.

The possible methods to use in entering notes can vary between different windows.