Notes are useful for documenting miscellaneous information about each vendor, item, customer document, or account used in FACTS.
For the inquiry programs listed below you can add or modify notes via Options-->Item Note Entry, Vendor Note Entry, or Customer Note Entry menu option as appropriate:
AR Customer Inquiry (ARI610)
AP Vendor Inquiry (API610)
Item Inquiry (ICI610)
PO Vendor Inq (POI610), SO Customer Inq (SOI610) –
PO Document Inquiry (POI620)
The system displays the Note Entry (SME710) program. Refer to the How to enter and maintain notes for AR documents, customers, items, or vendors topic for step-by-step instructions.
For all other inquiry programs, use the following instructions to enter notes.
1. Access the Notes Entry window.
Graphical users: Choose View-->Notes from the menu bar.
Any notes on file for the selected record will appear in the Notes window. If no notes exist, the system asks Enter notes for this [record]?
2. Enter Y to begin entering notes.
You can enter up to 70 characters on each line and up to 99 lines for each record (assuming the lines are incremented by 10).
Start a new line by pressing the Enter key.
Press F3 when you are finished entering notes.
Once notes have been added, or if notes already exist, the following options are available:
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# |
Line number to change. Notes may be changed or deleted by entering the line number. Enter whether to Change or Delete. If D is entered, the line is deleted. If C is entered, enter text (up to 70 characters). During this change routine, F1 defaults to the currently displayed value of the field. F3 ends entry of lines. F4 backs up to the line number; enter the new line number. If a new line number is added, the old line number is deleted. F2 allows you to change the number increments (1-10). F4 backs up to the main field. |
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L |
Lists line numbers. A limited number line-numbers appear on the screen at any time. The list function allows line-numbers to be redisplayed. Enter the beginning line number to list. |
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A |
Adds a line number. New line numbers may be added as needed. F3 ends entry of lines. F4 backs up to the line number, enter the new line number. F2 allows the user to set the line number increment (1-10). F4 (from line number) will back up and delete the previous line. |
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M |
Moves a line number. Enter beginning line number to move. Enter ending line number to move. Enter line number where text will be moved (existing lines will be replaced). One line at a time or blocks of lines may be moved. |
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D |
Deletes a line number. One line or several lines of notes can be deleted at any one time. Enter beginning and ending line numbers to delete. Enter N or YES to delete. CR defaults to N. |
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F4 |
Exits the Notes Entry window. |