Creating Categories

Use the Creating Category screen to add categories for a note type. From the Category menu, you can access programs to edit, delete, and create note categories. Any note type can have an unlimited number of additional information fields associated with it, and any category of notes can have an unlimited number of additional information fields associated with it.

Notes are sorted and stored by note type and category. Notes processing comes with a standard category for each note type. For each note type: ARDC (AR document), CUST (customer), ITEM (item), POEH (Purchase Order Header Note), POEL (Purchase Order Line Note), POPH (Purchase Order Receipt Header Note), POPL (Purchase Order Receipt Line Note), SOEH (Sales Order Header Note), SOEL (Sales Order Line Note), SOPH (Past Sales Order Header Note), SOPL (Past Sales Order Line Note), SOEL (Sales Order Line Note), SOQH (Quote Document Header Note), SOQL (Quote Document Line Note), and VEND (vendor), the system provides a GENR-general note category. You can create additional categories using the Creating Category screen. User-created categories have a 3 character ID. System generated categories have only 3 characters.

Screens from the Category menu are available to the Note Admin User set on the Security view of Company Control F/M and for general users based on setting on the Notes Security Setting for Customer/Item/Vendor Notes screen.

You can associate an unlimited number of categories depending on your system’s Note Admin User setting on the Security view of Company Control F/M. You can define a specific user as the Notes Admin User or you can set this field to None so that note categories cannot be created for the specified company.

Click Field Descriptions for information on each field.