{"id":15195,"date":"2017-02-17T11:21:50","date_gmt":"2017-02-17T11:21:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=15195"},"modified":"2024-02-26T09:26:25","modified_gmt":"2024-02-26T09:26:25","slug":"adding-new-note-to-ar-module","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/","title":{"rendered":"Adding new note to A\/R Module"},"content":{"rendered":"<p style=\"text-align: justify;\">In our earlier blog we had discussed about the new feature introduced in Sage 300 version 2017 i.e. Notes.<\/p>\n<p style=\"text-align: justify;\">Going further, in this blog we will discuss about how we can add notes A\/R Module.<\/p>\n<p style=\"text-align: justify;\">New Stuff :\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ap-module\/\" target=\"_blank\" rel=\"noopener\">Adding new note to A\/P Module<\/a><\/p>\n<p style=\"text-align: justify;\">1. On the Sage 300 desktop toolbar, click Notes.<\/p>\n<p style=\"text-align: justify;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-15196\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-1-1.jpg\" alt=\"Note icon on toolbar\" width=\"857\" height=\"113\" \/><\/p>\n<p style=\"text-align: justify;\">2. On the Notes screen, click Create New.<\/p>\n<p style=\"text-align: justify;\">If a particular Customer is specified in the fields at the top of the Notes screen, the new note is assigned to that record by default.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-15197\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-2-1.jpg\" alt=\"Create Note\" width=\"811\" height=\"509\" \/>3. On the Create Note screen, enter details for the note.<\/p>\n<p style=\"text-align: justify;\">Enter note content in the text editor, and also enter information in the following fields:<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-15198\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-3.jpg\" alt=\"Note for customer\" width=\"803\" height=\"578\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Note for Customer Number: Specify the Customer that the note is for.<\/li>\n<li>A note can be assigned to only one record: here it is assigned to a Customer.Active on Specific Dates. Select this option to make the note active during a specific period of time.<\/li>\n<li>After you select this option, specify the dates when the note will be active in the Active From and Active To fields.<\/li>\n<li>Cannot be Dismissed: This option is selected by default. Clear this option if you want users to be able to dismiss the note.<\/li>\n<li>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.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">4. Click Save<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-15199\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-4-1024x513.jpg\" alt=\"Saved notes\" width=\"595\" height=\"298\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our earlier blog we had discussed about the new feature introduced in Sage 300 version 2017 i.e. Notes. Going further, in this blog we will discuss about how we can add notes A\/R Module. New Stuff :\u00a0Adding new note to A\/P Module 1. On the Sage 300 desktop toolbar, click Notes. 2. On the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[199,647,1743,2324,3007],"class_list":["post-15195","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-ap-notes","tag-customer","tag-notes","tag-sage-300","tag-vendor-notes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Update the A\/R Module with a new note<\/title>\n<meta name=\"description\" content=\"find out how to add notes to the A\/R module.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Update the A\/R Module with a new note\" \/>\n<meta property=\"og:description\" content=\"find out how to add notes to the A\/R module.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-02-17T11:21:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-26T09:26:25+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-1-1.jpg\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\",\"name\":\"Update the A\/R Module with a new note\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-1-1.jpg\",\"datePublished\":\"2017-02-17T11:21:50+00:00\",\"dateModified\":\"2024-02-26T09:26:25+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"description\":\"find out how to add notes to the A\/R module.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-1-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/02\/Img-1-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/adding-new-note-to-ar-module\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding new note to A\/R Module\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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