Attach Notes1

Specify Notes

This page allows you to enter important textual information related to customer. The notes may be of a general nature that is, standard notes, therefore applicable to all processes associated with the customer. In some cases, the notes may be specific to the process, and you can direct these notes to the document relevant to that process only. This interface allows you to record notes for all such possible scenarios.

For the selected document number and the type of the transaction set, the system retrieves and displays the notes details in this page. The standard notes can be specified in this page.

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

The "Specify Notes" page appears.

The system displays the following details in the header:

	The number identifying the customer code.
Status	The status of the customer. It can be “Active” or “Draft”.

Enter the following details in the “Notes Details” group box:

Notes Folder	Use drop-down list box to specify the notes folder. The system retrieves the values from the “Category” business component.
Notes For	Use the drop-down list box to select the option for which the notes related to it are to be specified. If the transaction type is set to “Customer”, then the system loads the following values in the drop-down list box. You can select from “Pricing”, “Sale Order” or “Quotation”.
	Pricing: indicates that pricing related instructions for the customer can be recorded.
	Sale Order: indicates that sale order related instructions for the customer could be recorded.
	Quotation: indicates that quotation related instructions for the customer could be recorded.
Standard Notes Id	The code identifying the standard notes (Alphanumeric, 6). The system ensures that this field is not left blank. If not entered, the system checks for the existence of the entered notes id.
	Press <Enter> key.
	The system retrieves the standard notes for the entered standard notes id.
	Help facility available.
Notes Title	The title of the standard notes (Alphanumeric, 255). The system ensures that this field is not left blank.

Click the “Save Standard Notes” pushbutton to save the standard notes.

The system displays an error message if the entered standard notes id already exists in the “Notes” business component.

The system saves the entered standard notes to the specified id.

Enter the following field:

Notes

Any textual Information pertaining to the customer (Alphanumeric, 255).

Click the “Specify Notes” pushbutton to attach notes pertaining to the selected customer code.

The system saves the entered details in this page against the selected notes folder.