Attaching Notes

This page allows you to create a standard note ID and enter notes that must be attached to either the document or to any line of the invoice 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 an invoice. 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 page.

The “Attach Notes” page appears.

The system displays the following:

Invoice #	The number identifying the invoice.
Status	The status of the invoice.

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 adjustment or receipt voucher, debit or credit note or the invoice. You can select from “Adjustment Voucher”, “Credit Note”, “Debit Note”, “Invoice” or “Receipt Voucher”.
	Adjustment Voucher – indicates that you are entering notes for the adjustment voucher that would be created.
	Credit Note – indicates that you are entering notes for the credit note that has been raised during adjustment.
	Debit Note – indicates that you are entering notes for the debit note against which the invoice is adjusted.
	Invoice – indicates that you are entering notes for the direct invoice.
	Receipt Voucher – indicates that you are entering notes for the receipt 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 are being entered for a particular line available in the invoice.
	Document – indicates that the notes are being entered for the invoice as a whole.
	The system displays “Document” by default on launch of the page.
Line #	Use the drop-down list box to select the number identifying the lines in the invoice.

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:

Part #	The code identifying the part for which the invoice has been raised.
Description	A textual description of the part.

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 the selected document the first time the note is created. The system saves the modifications made to the notes.