Attaching Notes

This page allows you to create a standard note ID and enter a note that is to be attached to either the receipts or the adjustment receipt generated for the customer. You can enter a unique description for the standard notes. You can record your observations and comments for the receipts.

This page also allows you to retrieve the notes attached to a receipt. 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 Receipt” page.

The “Attach Notes” page appears.

The system displays the following:

Receipt No	The number identifying the customer or the adjustment receipt.
Status	The status of the customer or the adjustment receipts. It could be “Draft”, “Fresh” or “Returned”.

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

Notes for	Use the drop-down list box to select the type of receipt to which the notes is attached. You can select from “Receipts” or “Adjustments”.
	Receipts – indicates that you are entering notes for the receipt that has been raised for a customer.
	Adjustments – indicates that you are entering notes for an adjustment receipt.
	The system displays “Receipts” by default on launch of the page.

The system displays the following:

Notes Level

The level of the receipt to which the note will be attached which is “Document”.

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 customer receipt or the adjustment receipt the first time the note is created. The system saves the modifications made to the notes thereafter.