View Notes 2

View Notes

This page allows you to view the textual information details based on the type of transaction and the document number selected. The notes details can be viewed at both the document level and item level. If the notes are to be specified at item level then the line number has to be entered. Based on the line number entered or selected, the item details are retrieved and displayed. You can also view the Standard Notes details in this page.

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

The "View Notes" page appears.

The system displays the following details in the header:

Status	The status of the document.
Document No.	The number identifying the selected document.

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

Notes For

Use the drop-down list box to select the option for which the notes related to it are to be specified. The system displays “Blank” by default on launch of the page.

Note: If the type of transaction selected is “Packslip”, then the system displays “Invoice” and “Consumption Report” as values in the drop-down list box.

If the type of transaction selected is “Quotation”, then the system displays “Sale Order”, “Pick order”, “Packslip” and “Invoice” as values in the drop-down list box.

If the type of transaction selected is “Service Work Order”, then the system displays “Invoice” as a value in the drop-down list box.

If the type of transaction selected is “Direct Packslip”, then the system displays “Invoice” and “Direct Invoice” as values in the drop-down list box.

If the type of transaction selected is “Consignment Inventory”, then the system displays “Invoice” as a value in the drop-down list box.

If the type of transaction selected is “B & H Doc”, then the system displays “Packslip” and “Invoice” as values in the drop-down list box.

If the type of transaction selected is “Material Lost in Transit”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Sales Return”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Consignment Return”, then the system displays “Packslip” as a value in the drop-down list box.

If the type of transaction selected is “Stock Transfer Order”, then the system displays “Packslip”, “Stock Transfer Order” and “Stock Transfer Receipt” as values in the drop-down list box.

If the type of transaction selected is “Direct Sale Order”, then the system displays “Pick order”, “Packslip”, “Service Work Order”, “Invoice”, “Packing” and “Bill and Hold” as values in the drop-down list box.

If the type of transaction selected is “Pickorder”, then the system displays “Pick sheet’, “Packslip” and “Stock Transfer Note” as values in the drop-down list box.

If the type of transaction selected is “Contract”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Selling Restriction”, then the system displays “Sale Order” as a value in the drop-down list box.

If the type of transaction selected is “Customer”, then the system displays “Sale Order”, “Quotation” and “Pricing” as values in the drop-down list box.

If the type of transaction selected is “Customer Complaint”, then the system displays “Sales Return” as a value in the drop-down list box.

If the type of transaction selected is “Stock Transfer Note”, then the system displays “Stock Transfer Receipt” as a value in the drop-down list box.

If the type of transaction selected is “Order Schedule”, then the system displays “Pickorder”, “Packslip” and “Service Work Order” as values in the drop-down list box.

If the type of transaction selected is “Dropship Receipt”, then the system displays “Invoice” and “Supplier Invoice” as values in the drop-down list box.

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

Reference Document	Use the drop-down list box to select the reference document from which the notes information is to be populated. If the type of transaction is other than “Packslip”, “Service Work Order”, “Consignment Inventory”, “B & H Doc”, “Quotation”, “Sales Return”, “Pickorder”, “RMR”, “Stock Transfer Note”, “Order Schedule”, “Dropship Receipt”, “Stock Transfer Receipt” then the system displays “None” by default.
Notes Folder	Use drop-down list box to specify the notes folder. The system retrieves the values from the “Category” business component. The system displays “Blank” by default on launch of the page.
Level	Use the drop-down list box to select the level at which the notes are to be specified. You can select from either “Document” or “ Line”. The system displays “Document” by default on launch of the page.
	Document – indicates that notes details can be specified for the document as a whole.
	Line – indicates that the notes details can be specified for each line number in the selected document.
Line No.	Use the drop-down list box to select a number identifying the line of the item for which notes are to be entered. If the level of the notes is set to “Line”, then the system loads all the line numbers for the document in the drop-down list box.

The system displays the following details in the “Notes Details” group box based on the line number selected:

Item Code	The code denoting the line item.
Variant Code	The code identifying the variant of an item.
Item Variant Desc.	The description of the item variant.
Standard Notes Id	The code identifying the standard notes.
Notes Title	The title of the standard notes.

The system displays the following field:

Notes

Any textual Information pertaining to the customer.