Attaching Notes

Attaching notes

This page allows you to add comments and record your observations pertaining to the repair invoice. You can create a standard notes ID and add notes to it, which can be attached to the repair invoice. Otherwise, you can retrieve the 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” from the bottom of the page.

The “Attach Notes” page appears.

The system displays the following:

Invoice #	The number identifying the repair invoice to which the note is to be attached.
Status	The status of the repair invoice.

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

Notes For	Use the drop-down list box to select the document for which the note is being created. You can select from “Invoice” or “Payment Voucher”.
	Invoice – indicates that the note is getting attached to the repair invoice.
	Payment voucher – indicates that the note is getting attached to the invoice and is intended for the reference of the voucher when raised to make payments.
	The system displays “Invoice’ by default on launch of the page.
Notes Level	Use the drop-down list box to select the level of the document to which the note has to be attached. It could be “Document” or “Line”.
	Document – indicates that the note is attached to the whole document.
	Line – indicates that the note is attached to a particular line of the document.
	The system displays “Document” by default on launch of the page.
Line #	Use the drop-down list box to select the line number of the document to which the note has to be attached. The system leaves the field blank by default on launch of the page.

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

Part / Expense	A specification of whether the note is attached to the line with the part or expense details.
Expense Description	A description pertaining to the line expense to which the note is getting attached.

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

Standard Notes Id	The code identifying the standard notes (Alphanumeric 6).
	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:

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 repair invoice the first time the note is created. The system saves the modifications made to the notes thereafter.