Attaching Notes

This page allows you to create a standard note ID and enter notes that is to be attached to either the document or to any line in the debit / credit document. You can enter a unique description for the standard notes. You can record your observations and comments for the debit / credit document.

This page also allows you to retrieve the notes attached to a debit / credit document. You can modify the observations that have been recorded. The system saves the modification made and also maintains a history of the modifications that have been to the note.

Select the “Attach Notes” link at the bottom of the “Create Account Based Note” page.

The “Attach Notes” page appears.

The system displays the following:

Voucher #	The number identifying the debit / credit note.
Status	The status of the debit / credit note. It could be “Draft”, “Fresh” or “Returned”.
	Draft – indicates a newly created debit / credit note that cannot be authorized.
	Fresh – indicates a newly created debit / credit note that can be authorized.
	Returned – indicates a debit / credit note that has been returned to the user who created it for modification.

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

Notes for	Use the drop-down list box to select whether you want to enter notes for the payment or the adjustment voucher that would be created. You can select from “Payment Voucher” or “Adjustment Voucher”.
	Payment Voucher – indicates that you are entering notes for the payment voucher that would be created.
	Adjustment Voucher – indicates that you are entering notes for the adjustment voucher that would be created.
Notes Level	Use the drop-down list box to set whether you want to enter notes at the line level or for the document as a whole. You can select from “Line” or “Document”.
	Line – indicates that the notes is being entered for a particular line available in the debit / credit note.
	Document – indicates that the notes is being entered for the debit / credit note as a whole.
	The system displays “Document” by default at the launch of the page.
Line #	Use the drop-down list box to select the number identifying the lines in the debit / credit note.

Note: Line numbers will be available for selection if “Line” is selected in the “Notes Level”.

The system displays the following in the “Notes Details” group box:

Account #	The code identifying the account.
Description	A textual description of the account.

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

Standard Notes ID	The code identifying the standard notes (Alphanumeric, 6). Mandatory.
	Help facility available.

Enter the description pertaining to the standard notes id in the text box provided alongside.

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

The system saves the standard notes ID along with the description.

Enter the following field:

Notes

Any observations or remarks pertaining to the document (Alphanumeric, 255).

Click the “Attach Notes” pushbutton to save the notes information.

The system attaches the notes to either the payment voucher or the adjustment voucher the first time the note is created. The system saves the modifications made to the notes.