Note availability
This table shows the functions in which you can create notes and the entities to which you can attach the notes. Most notes are accessible from the main function screen, but some are available only on certain views. For example, Product notes in Purchase Order Entry are only accessible in the Select Products view.
| Function | Entity |
|---|---|
| Customer Cash Receipts Entry | Customer, ShipTo, AR Trans |
| Customer COD Addons Setup | Customer |
| Customer Inquiry | Customer, ShipTo, Warehouse |
| Customer Lockbox Entry | Customer |
| Customer Order Pad Filter Setup | Customer |
| Customer Payment History Setup | Customer |
| Customer Price Type Setup | Customer, ShipTo |
| Customer Rebate Setup | Customer, ShipTo |
| Customer Setup | Customer, ShipTo, Warehouse |
| Customer ShipTo Setup | Customer, ShipTo |
| Customer Transaction Entry | Customer, ShipTo, AR Trans |
| GL Accounts Setup | GL |
| GL Budgets Setup | GL |
| GL Transactions Entry | GL |
| KP Components Setup | Product |
| KP Groups Setup | Product |
| KP Options Setup | Product |
| KP Substitute Components Setup | Product |
| KP Tally Mix Setup | Product |
| KP Work Order Center Entry | Kit, Warehouse, Product |
| PD Future Price/Cost Changes Setup | Product, Warehouse |
| PD Price Discounting Pricing Setup | Vendor Pricing, Customer Pricing, Rebate Pricing |
| PD Pricing Modifiers Setup | Warehouse |
| PD Pricing Sheets Setup | Product |
| PD Special Price Type Discounts Setup | Warehouse |
| PD Whole Order Discount Setup | Warehouse |
| Product Additional Bin Locations Setup | Product, Warehouse |
| Product Adjust Non-stock/Direct Order Entry | Product, Warehouse, Vendor, PO, Warehouse Transfer |
| Product Administration Exception Processing Center | Product |
| Product Availability Inquiry | Product, Warehouse |
| Product Bin Maintenance Entry | Product, Warehouse |
| Product Catalog Setup | Catalog, Vendor |
| Product Certifications/Licenses Setup | Certificate |
| Product Customer Reservations Setup | Customer Reservation |
| Product Customer Reservations Setup-Detail | Customer Reservation, Customer Reservation Detail, Product, Order, Customer, Warehouse |
| Product Count Entry | Product, Warehouse |
| Product Extended Lot# Setup | Product, Warehouse |
| Product Extended Product Cross Reference Setup | Product |
| Product Extended Serial# Setup | Product, Warehouse |
| Product Extended Unit Conversion Setup | Product |
| Product Extended Whse Cross References Setup | Customer |
| Product Inquiry | IC Trans, Customer, Product, Warehouse |
| Product Lines Setup | Vendor |
| Product Maintain Balances Entry | Product, Warehouse |
| Product Maintain Costs Entry | Product, Warehouse |
| Product Qty Adjustments Entry | IC Trans, Product, Warehouse |
| Product Setup | Product |
| Product Special Price/Cost Setup | Product |
| Product Unavailable Inventory Entry | Product, Warehouse |
| Product Warehouse Descriptions Setup | Warehouse |
| Product Warehouse Product Setup | Product, Warehouse |
| Product Warehouse Transfer Entry | To Warehouse, From Warehouse, Product |
| Purchase Batch Receiving Entry | Purchase Order, Vendor, Warehouse |
| Purchase Blanket Release Entry | Purchase Order, Vendor, Warehouse |
| Purchase Demand Center Entry | Vendor, Warehouse |
| Purchase Manual Acknowledgment Entry | Purchase Order, Vendor, Warehouse |
| Purchase Order Entry | Purchase Order, Vendor, Warehouse, Product |
| Purchase Order Inquiry | Purchase Order |
| Purchase Receipt of Inventory | Product, Purchase Order, Vendor, Warehouse |
| Sales Blanket Release Entry | Customer, ShipTo, Order |
| Sales Credit Release Inquiry | Customer, Warehouse, Order |
| Sales Customer Pricing Inquiry | Customer, ShipTo, Product, Warehouse, Customer Pricing, Customer Rebate |
| Sales Order Entry | Customer, ShipTo, Warehouse, Contact, Product, Catalog, Customer Pricing, Order, Customer Reservation, Customer Reservation Detail |
| Sales Order Inquiry | Customer, AP Trans, Order, Warehouse |
| Sales Shipping Feedback Entry | Customer, ShipTo, Order, Warehouse |
| Sales Shipping Feedback Split to Backorder Entry | Customer, ShipTo, Order, Warehouse |
| Transfer Approve Transfer Inquiry | Warehouse Transfer, From Warehouse, To Warehouse, Warehouse |
| Transfer Entry | Warehouse Transfer, From Warehouse, To Warehouse, Product |
| Transfer Exception Receipts Entry | Warehouse Transfer, From Warehouse, To Warehouse, Warehouse |
| Transfer Receipt Of Inventory Entry | Warehouse Transfer, From Warehouse, To Warehouse, Product |
| Transfer Shipping Feedback Entry | Warehouse Transfer, From Warehouse, To Warehouse |
| Transfer Demand Center Entry | From Warehouse, To Warehouse |
| VA Enter Late Charges Entry | VA, Warehouse |
| VA Internal Labor Time Entry | VA, Warehouse, Product |
| VA Order Entry | VA, Warehouse, Product |
| VA Order Inquiry | VA, Warehouse, Product |
| VA Product Defaults Setup | Warehouse, Product, VA Setup |
| VA Receipt Of Inventory Entry | VA, Warehouse |
| VA Shipping Feedback Entry | VA, VA Section, Warehouse, Product |
| Vendor Apply Misc Credit Entry | Vendor |
| Vendor Inquiry | Vendor, AP Trans |
| Vendor Invoice Center Entry | Vendor, Invoice |
| Vendor Purchase History Setup | Vendor, Warehouse |
| Vendor Setup | Vendor |
| Vendor Ship From Setup | Vendor |
| Warehouse Transfer | To Warehouse, From Warehouse, Product |