This function can be accessed from the Products, Suppliers, Prospects and Customers management functions.

You use this function to enter information related to the product, supplier, prospect or customer as a note. This information is displayed or inquired from the functions that have been selected at the Note category level.

Use this function to:

  • define a validity period for the note,
  • specify it the note must be displayed automatically,
  • create multiple notes for the same product, supplier, prospect, customer, and indicate if they must be displayed as a priority.

The notes are for internal purposes only and are not included in printed documentations.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Block number 1

Note (field NTSCOD)

Enter a note code to identify this note.
Category (field NTGCOD)

Select the Category linked to the note.
The category determines in which function the note will be available for inquiry or displayed.
Description (field NTSDESAXX)

Enter the note title. Click Translation form the Actions menu in order to open the Line Translation function.

Short description (field NTSSHOAXX)

Enter a short title.
Click Translation form the Actions menu in order to open the Line Translation function.

Note type (field NTGTYP)

This field displays the note type: Product, Customer, or Supplier.

Validity period

Effective date (field EFFDAT)

Enter the date from which the note becomes available; i.e. as of this date, the note can be accessed in the function(s) selected in the Note category. By default it is the system date. If this field is blank, the note takes effect the same day it is created.

If you modify the effective date, the expiry date is not recalculated.

Expiration date (field ENDDAT)

Enter the date at which the note expires. As of this date, the note will no longer be available in the selected functions. By default, the expiry date corresponds to the default system date + 1 year. If this field is blank, the note does not expire.
Auto display (field AUTODISP)

Select this check box to automatically display the note in the function(s) selected in the Note category

.
Priority (field PRIORITY)

Select this check box to assign the note as a priority.
When several notes are set as priority notes, the first notes displayed are the valid priority ones, followed by the other valid notes which are not set as a priority.

Note

field NOTE

Enter the information that you want to display in your note.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation