The Notes tab in AR Credit & Collections displays notes set for an order and those for a specific customer created through the Add Note (AR Credit & Collections) screen.
The Notes tab displays all notes linked directly to the customer and all notes from orders with open revenue linked to the customer. When the notes are from associated orders, they list as a single-line entry that includes the Order Number, Shipper name, and a count of the notes linked to the order (in parenthesis); these notes contain a group caption of “Order:” Notes entered for a customer appear at the top followed by order notes; these notes appear with a group caption of “Customer:”
Figure 32: Notes tab in AR Credit & Collections
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Orders not associated to a customer do not appear in the Notes tab in AR Credit & Collections. |
See Add Note (AR Credit & Collections) for field descriptions.
Users can double-click on any note to view and append to the note through the Note screen.
See Right-Click Options (Notes) for more on options.
Use the Filter Activity/Note option to allow the application to display notes for a particular record selected within AR Detail.