In this blog, we are going to discuss the enhanced feature provided in Sage 300 v2018 i.e. Notes.
New Stuff: Sage 300 – Provision to set Import Declaration Number
This feature allows us to create our own notes fields that we can attach to Customers, Vendors and Inventory items. When we open a Customer, Vendor or Inventory item with a note it automatically pops up. These notes can be used for keeping any particular information against any of these entities or to keep a reminder for the same.
- On the Sage 300 Desktop, click Notes.
- On the Notes screen, click Create New.
If a particular customer, vendor, or inventory item is specified in the fields at the top of the Notes screen, the new note is assigned to that record by default.
- On the Create Note screen, enter details for the note. Enter note content in the text editor, and also enter information in the following fields:
- Note For and Customer/Vendor/Item Number. Specify the customer, vendor, or inventory item that the note is for.
- A note can be assigned to only one record: either a customer, a vendor, or an inventory item. Click Save.
- So using this new feature we can easily set the additional notes to a particular Customer, Vendor and Inventory item.
- Active on Specific Dates. Select this option to make the note active during a specific period of time. After you select this option, specify the dates when the note will be active in the Active From and Active To fields.
- Cannot be dismissed. This option is selected by default. Clear this option if you want users to be able to dismiss the note.
If a user dismisses a note, that user will not see the note again unless they open the Notes screen and restore the note by clicking Restore.
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