Notes in Sage 300 2018

By | August 28, 2017

In this blog, we are going to discuss the enhanced feature provided in Sage 300 v2018 i.e. Notes.

New StuffSage 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.

To add a note:

  1. On the Sage 300 Desktop, click Notes.
  2. 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.

  1. 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:
  2. Note For and Customer/Vendor/Item Number. Specify the customer, vendor, or inventory item that the note is for.
  3.  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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