Notes
The
Notes
tab is used for adding notes to purchase orders and invoices. The table stores the following information:- The date the note was created
- The user associated with the note
- The type of note (e.g. Void, Regulatory, etc.)
As with other tabs, the
Notes
tab includes navigational arrows in the lower left corner to progress across pages of notes.You restrict the number of individual notes displayed on a page by using the drop-down associated with
Page size
.The tab also displays a summary of items stored as notes and the number of pages of notes in the lower right corner.
Adding a Note
To add a note, click
Add New Record
.
Clicking
Add New Record
will open the Add Note
pop-up. Choose a note type (Informational, Regulatory, or Void), and enter the note in the text box below.Click
Submit
to save the note to the Notes
tab.Click
X
to close the pop-up without saving the note to the Notes
tab.
Sorting Notes
The
Notes
tab also allows for the sorting of the displayed table.To sort notes, choose a column to sort and click the column header. Click once to sort in ascending order.
Click twice to sort in descending order.
Click a third time to return the table to its original order. Numerical values will precede alphabetical values.
note
AEO review and approve actions will automatically be captured in the
Notes
tab. 
Related Content
-
Export Invoice Management
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