This screen enables free format notes (or graphics) to be entered against a supplier. Information stored within a notes category can be used as an internal note or can be used in documentation.

• The Note Category (in Code Setup) will need to be set to 'Include in Messaging' for the text to be able to display in generated messages.

NOTE: It is important to keep consistency in the formatting of notes, especially if the fields are going to be used in documentation.

Prior to entering supplier notes, Supplier note categories or Database Supplier note categories must be setup in the Code Setup application (see the ).

Add Creditor Notes

1. If the creditor to which notes are to be added does not exist, create the supplier first (see Creating New Creditors).
2. If the supplier does exist, search for and retrieve it, so that creditor details are displayed on the screen (see Retrieve an Existing Creditor).
3. When supplier details are displayed on screen, select Menu > Creditors > Details > Notes.
   

   1. Click the Creditors menu to expand it:

      

   2. Click the Details menu to expand it:

      

   3. Click Notes to open the Creditors Notes list:

      

4. Click Insert to add a new entry.

   

5. On the Supplier Notes screen, select a Category Type and enter text in the body of the note (the body is a rich text field - as well as formatting, graphics and tables can also be inserted).
   

   

6. Check the completed screen.
7. Click Save to keep the changes.

   

8. Click Exit to discard any changes.

   

The more information that can be inserted into the creditor / supplier at the time of creation reduces time in the long run.

If the multi language check box is enabled for the defined note category in Code Setup > Notes a language selection will be available to insert language translation text per language.

To insert notes for multiple languages, click the insert button next to the language. A Language selection screen will display for users to define the language assigned to the note text.

NOTE: Organisations can insert as many languages as they use .

Viewing alternative language note content

The arrows to the left and right of the language field allow users to view and edit alternative language note entries and a dropdown selection can be used to display a specific language note entry.