Informational notes are messages passed between users and company personnel, most notably between local operations members, crew, and drivers, and may be included in registration uploads for Special Services orders. Informational notes differ from simple notes in that data of the last change is saved along with the text change. Attributes of an informational note are as follows:
•Timestamp
•User-stamp
•No restrictions to add, edit, or delete note content
•Internal and external usage
The following table lists and describes the available informational notes.
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Location |
Description |
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Special Instructions and Directions within Move Information are informational notes visible where they are set and within Order Details. Both Special Instructions and Directions display on several reports including the Work Ticket Report and are part of the data exchanged with third parties. Users can enter up to 1024 characters. | |
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The Invoice Notes set in Invoice Management displays on the generated invoice through New Complete Invoice. See Standard Invoices for reporting details. Users can enter up to 1024 characters. | |
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Users can enter an Accounting Note to a batch record or a detail record within Batch Management. Users can enter up to 1024 characters. | |
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Users can enter an Accounting Note to a revenue group or item. The note entered for revenue items will be included with corresponding transactions to Microsoft Dynamics GP. Note: Only notes associated to actual revenue item transactions report in Microsoft Dynamics GP. Users can set Special Instructions within Billing Information (Revenue Entry) in addition to Move Information. Users can enter up to 1024 characters. |