Default Notes Maintenance
Where is Default Notes Maintenance Located?
- Configuration > Default Notes Maintenance
Why & When Default Notes are Used
Create a default note when specific information is required on multiple documents and you don't want to re-type it on each one. Set the default, and apply it to multiple documents quickly by simply calling up a code.
How to Create Default Notes
- Configuration > Default Notes Maintenance
- Click on an order type. There are three options: Sales Order, Purchase Order, or Transfer Order.
- Each order type has specific documents associated with it. Any current notes will populate in the grid.
- Click New to add a new row in the grid.
- Click in the empty space below the Code column and type a code. Continue along the row and type in the texFt field. The text is exactly what will be printed on the document.
- Click the document types where you would like this note option to appear. For Sales Order, the document types are as follows:
- Save and Close when you are finished.