Use the Editing Category screen to edit categories for a note type. From the Category menu, you can access programs to edit, delete, and create note categories.
Your access to this screen is determined by the User Can Create/Edit Categories setting on the Notes Security for Customer/Item/Vendor Notes.
Use these fields to edit categories for notes.
1. Category ID
The category ID code that you are editing. The system defaults this value from the category entered on Note Entry (SME710).
2. Inactive
For user-defined categories only, indicates the category should be classed as inactive. Inactive categories cannot be used in creating notes. Inactive note categories do not automatically display notes.
3. Description
The category description. This field is modifiable for user-defined categories only.
4. Security Code Required to View Notes
The security codes that determine which users can view notes. Security codes are assigned to users on the Security view of User Code F/M (SMF410). The system compares the code entered here with those assigned to users and determines whether a user has proper security to view notes.
5. Security Code Required to Create Notes
The security codes that determine which users can create notes. The system compares the code entered here with those assigned to users and determines whether a user has proper security to create notes.
6. Allow Changing Notes
Indicate whether you allow notes in this category to be changed. You can select from: A—Always, U—Only Notes They Created, N—Never. Select A to indicate that you allow notes to be changed in this category with no restrictions, U to indicate that users can only change the notes they create, or N to never allow notes in this category to be modified.
Indicate whether you allow notes in this category to be deleted. You can select from: A—Always, U—Only Notes They Created, N—Never. Select A to indicate that you allow notes to be deleted in this category with no restrictions, U to indicate that users can only delete the notes they create, or N to never allow notes in this category to be deleted.
8. Change/Delete Override Security Codes
Specify the security code to allow users to change and delete notes even when the category settings (that you specify above) don’t allow it. The security code you specify here overrides the Allow Deleting/Changing Notes settings. Users who have this security code assigned to them can still modify or delete notes in this category.
9. Defaults (button)
Select the Defaults button to access the Category Defaults for Notes screen where you can specify a default subject and default text to display for notes entered in this category.
Select the OK button to complete the category or the Cancel button to return to Note Entry (SME710) without creating a category.