Exact Globe+

Creating and maintaining notes

Menu paths

CRM module
HR module
Inventory module
Invoice module
Manufacturing module
Order module
Projects module
Purchase module
Service module

Introduction

With this feature, you can create notes or modify existing notes that are linked to sales invoices, purchase orders, RTV orders, sales orders, RMA orders, production orders, et cetera.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create notes or modify existing notes?

In the respective overview screen, define the relevant criteria.
Click Search.
Select an invoice or order for which you want to create a note.
Click Note. The Notes screen will be displayed.
Type the note, and then click Save.

How do I create notes or modify existing notes for applicants and vacancies?

In the respective overview screen of the HR module, define the relevant criteria.
Click Search.
Select a vacancy or applicant for which you want to create a note.
Click Open. The Maintain: Vacancy or Maintain: Applicant screen will be displayed.
Click Note.
Type the note, and then click Save.

How do I create notes or modify existing notes for production orders?

In the respective overview screen of the Manufacturing module, define the relevant criteria.
Click Search.
Select a production order for which you want to create a note.
Click Note. The Notes screen will be displayed.
Select the production order or BOM for which you want to create a note, and then click Note.
Type the note, and then click Save.

Creating and maintaining notes

Menu paths

Introduction

What version are you using?

How do I create notes or modify existing notes?

How do I create notes or modify existing notes for applicants and vacancies?

How do I create notes or modify existing notes for production orders?

Field

Buttons

Timestamp

Save

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