Attach Notes

This page allows you provide notes for a transaction / entity and attach documents for the transaction / entity.

Select the “Attach Notes” link at the bottom of the page.

The “Attach Notes” page appears.

The system displays the following fields in the group box:

Transaction No. / Entity.	The number identifying the transaction for which the notes have to be appended.
Amendment No	The Amendment Number for the Transaction / Entity if available.
Status	The status of the notes.

The system displays the document level notes / line level notes (if any) attached already for the Transaction no. / Entity.

Enter the following fields in the group box:

Standard Notes Id.	The code identifying the standard notes. The Id must be valid for the login organization unit.
Default For	Use the drop-down list box to specify the default position of the description of the standard notes id.

Click the “Default” push button to default the description of the standard notes id selected

The System will default the description of the standard notes id selected in

In the Document level notes Text box if ‘Document’ is selected
In the Notes Column of the selected lines if ‘Selected lines’ is selected
In Document / Selected lines if ‘Document / Selected lines’ is selected
Enter the following field:

Document Level Notes

The user can modify the defaulted notes description or add new observation to the document.

The system displays the following in the Line Level Notes multiline:

Line No	The Line Nos. of the Transaction No / Entity if available
Line Entity	The Entity details of the Line Nos. of the Transaction No / Entity. Entity can be item codes / usages / credit / debit documents etc.,

Enter the following

Notes	The user can modify the defaulted notes description or add new observation to any or all the lines of the Transaction no/ Entity.
Attach Document	The user can attach document through icon. On clicking the icon a “File Upload” window opens to upload the document.

Click the “Attach Notes” pushbutton to append the notes.

The system updates the login ID of the user to the modified by and the system date to the modified date to the Transaction No. / Entity.

Click the “Attach More Documents” pushbutton to attach more documents.

Note: A multiline “Attach Document” opens on clicking the Attach More Documents button to attach documents.

Select the “Attach Document” link provided alongside, to attach document to the transaction no / entity.

Enter the following:

Level	Use the drop-down list box to specify the level of document attachment. The combo is loaded with options “Document” and “Line”.
Line No.	Use the drop-down list box to specify the line number .The combo is loaded with values only when Line is selected in the “Level” combo.

Enter the following in the multiline:

Attach Document	The user can attach document through icon. On clicking the icon a “File Upload” window opens to upload the document.
Attached On	The date on which the document was attached.

Click the “Save” button to save the attachment details.
Select the following field in the “Reference Document Information” group box

Ref.Doc.Key

Use the drop-down list box to select the Reference Document No. of the Transaction No. / Entity. All the Reference Document Numbers as applicable for the Transaction No./ Entity will be loaded in the combo. The Values will be loaded as a combination of Reference Document No, Transaction OU, Transaction Type and Amendment Number (if any). On launch of the page the combo will be defaulted with Blank.

The system displays the following fields in the “Reference Document Information” group box:

Ref.Doc.No	The number identifying the transaction for which the notes have to be appended.
Amendment No	The Amendment Number for the Transaction / Entity if available. Else the Filed would be left blank.
Ref.Doc.Type	The Transaction Type of the Reference Document No.
Originating Point	The Organization Unit of the Reference Document No.

The System displays the document level notes / line level notes (if any) attached already for the Transaction no. / Entity.

Enter the following fields:

Document Level Notes

Line Level Notes

The user can modify the defaulted notes description or add new observation to the document.

The user can modify the defaulted notes description or add new observation to any or all the lines of the Transaction no/ Entity.

Click the “Update Notes” pushbutton to append the notes.

The system updates the login ID of the user to the modified by and the system date to the modified date to the Reference Document No.

Select the “Attach Document” link provided alongside, to attach document to the Reference Document No.

The system displays the following:

Created By	The login ID of the user who created the Transaction No. / Entity.
Created Date	The date on which the Transaction No. / Entity was created.
Last Modified By	The login ID of the user who modified Transaction No. / Entity last.
Last Modified Date	The date on which the Transaction No. / Entity were last modified.

To proceed, carry out the following

Select the “Maintain Standard Notes” link at the bottom of the page to create a new Standard Notes ID or modify any existing Standard Notes ID.

Attaching notes – An overview

You can retrieve the standard note Id defined for some other document and attach it to the current document. This page allows you to record and comments or observation regarding the document.

The system updates the login ID of the user to the created by and the system date to the created date if the standard notes Id is created for the first time. The system maintains the modification history if it has been already created.