Creating and maintaining notes
Menu paths
CRM module
- CRM ➔ Entries ➔ Quotations
- CRM ➔ Entries ➔ Authorise quotations
- CRM ➔ Entries ➔ Print quotations
- CRM ➔ Reports ➔ Quotations
HR module
- HR ➔ Entries ➔ Vacancy
- HR ➔ Entries ➔ Applicant
Inventory module
- Inventory ➔ Entries ➔ Internal use
- Inventory ➔ Entries ➔ Authorise
- Inventory ➔ Entries ➔ Shipping
- Inventory ➔ Warehouse management ➔ Counts
Invoice module
- Invoice ➔ Entries ➔ Invoices
- Invoice ➔ Entries ➔ Direct invoices
- Invoice ➔ Entries ➔ Authorise
- Invoice ➔ To be processed ➔ To be invoiced
- Invoice ➔ Reports ➔ nvoice history
Manufacturing module
- Manufacturing ➔ Entries ➔ Production orders
- Manufacturing ➔ Entries ➔ Authorise production
- Manufacturing ➔ Entries ➔ Release
- Manufacturing ➔ Entries ➔ Receipts production
- Manufacturing ➔ Entries ➔ Finish
Order module
- Order ➔ Entries ➔ Sales orders
- Order ➔ Entries ➔ RMA orders
- Order ➔ Entries ➔ Authorise
- Order ➔ Entries ➔ Confirm
- Order ➔ Entries ➔ Picking list
- Order ➔ Entries ➔ Shipping
- Order ➔ Entries ➔ Recurring sales orders ➔ Maintain
- Order ➔ Entries ➔ Recurring sales orders ➔ Process
- Order ➔ Entries ➔ Blanket orders ➔ Enter
- Order ➔ Entries ➔ Blanket orders ➔ Authorise
- Order ➔ Entries ➔ Blanket orders ➔ Confirm
- Order➔Reports➔Sales order history
Projects module
- Projects ➔ Entries ➔ Project orders
Purchase module
- Purchase ➔ Entries ➔ Purchase orders
- Purchase ➔ Entries ➔ RTV orders
- Purchase ➔ Entries ➔ Authorise
- Purchase ➔ Entries ➔ Print / Process
- Purchase ➔ Entries ➔ Confirm
- Purchase ➔ Entries ➔ Receipts
- Purchase ➔ Entries ➔ Returns
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Authorise
- Purchase ➔ Entries ➔ Blanket purchase orders ➔ Print / Process
- Purchase ➔ Entries ➔ Blanket purchase orders➔Release
- Purchase ➔ Reports ➔ Various ➔ Purchase history
Service module
- Service ➔ Entries ➔ Service orders
- Service ➔ Entries ➔ Authorise
- Service ➔ Entries ➔ Confirm
- Service ➔ Entries ➔ Service slips
- Service ➔ Entries ➔ Realizations
- Service ➔ Reports ➔ Service order history
Introduction
With this feature, you can create notes or modify existing notes that are linked to sales invoices, purchase orders, RTV orders, sales orders, RMA orders, production orders, et cetera.
What version are you using?
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I create notes or modify existing notes?
- In the respective overview screen, define the relevant criteria.
- Click Search.
- Select an invoice or order for which you want to create a note.
- Click Note. The Notes screen will be displayed.
- Type the note, and then click Save.
How do I create notes or modify existing notes for applicants and vacancies?
- In the respective overview screen of the HR module, define the relevant criteria.
- Click Search.
- Select a vacancy or applicant for which you want to create a note.
- Click Open. The Maintain: Vacancy or Maintain: Applicant screen will be displayed.
- Click Note.
- Type the note, and then click Save.
How do I create notes or modify existing notes for production orders?
- In the respective overview screen of the Manufacturing module, define the relevant criteria.
- Click Search.
- Select a production order for which you want to create a note.
- Click Note. The Notes screen will be displayed.
- Select the production order or BOM for which you want to create a note, and then click Note.
- Type the note, and then click Save.
Field
Type the note in the box.
Buttons
Timestamp
Click this to add a timestamp to the note. Your user ID, day, date, and time will be displayed with the note.
Save
Click this to save the note.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
30.051.959 |
Assortment: |
Exact Globe
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Date: |
01-04-2021 |
Release: |
382 |
Attachment: |
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Disclaimer |