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This page allows you to add comments and record observations regarding the invoice. You can create a standard notes ID and add notes to it. You can also retrieve these notes that have been attached and modify the observations. The system saves the modifications made to the notes and also maintains a history of these modifications.
Select the “Attach Notes” link present at the bottom of the page.
The “Attach Notes” page appears.
The system displays the following:
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Invoice # |
The number identifying the invoice. |
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Status |
The status of the invoice. |
Enter the following fields in the “Notes Details” group box:
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Reference Document |
Use the drop-down list box to select the number identifying the reference document based on which the invoice is created. All the documents based on which an order based invoice is created will be available for selection. The system displays the “Blank” by default on launch of the page. |
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Notes For |
Use the drop-down list box to select the document for which the note must be created. You can select from “Invoice” or “Payment Voucher”. |
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Notes Level |
Use the drop-down list box to select the level in which you want to record your observations. You can select from “Document” or “Line”. |
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Line # |
Use the drop-down list box to select the number identifying the line of the invoice for which you want to record your observations. All the line numbers in the invoice will be available for selection. |
The system displays the following in the “Notes Details” group box:
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Part # |
The number identifying the part, tax, charge or discount available in the invoice. |
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Description |
The description of the part, taxes, charge or discount. |
Enter the following fields in the “Notes Details” group box:
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Standard Notes ID |
The code identifying the standard notes (Alphanumeric 6). |
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Help facility available |
Enter the description pertaining to the standard notes id in the text box provided alongside.
Click the “Save Std Notes” pushbutton to save the standard note.
The system saves the standard notes ID along with the description.
Enter the following field:
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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 invoice or payment voucher first time the note is created. The system saves the modifications made to the notes.
