About Notes

The Notes button appears on the web toolbar at the right side of your browser window when you are using Sage 300.

Image of Notes button.

Click this button to open the Notes panel, which you use to:

When working on a screen that supports notes, the Notes panel appears each time you specify a record for which there are notes, and displays the notes for the specified record.

Example: Suppose you have an inventory item L-1202, and there are two notes for this item. If you enter item L-1202 on an invoice (on the A/R Invoice Entry screen), the Notes panel appears and displays all notes for item L-1202.

Security

To add, edit, or delete notes, you must have Maintain Notes security authorization. Otherwise, you can only view, dismiss, and restore notes.

Dismissing and Restoring

You can dismiss a note so that the note no longer appears when you specify the record to which the note is assigned. After dismissing a note, you can restore the note so it appears again.

Dismissing a note applies only to you. Other users still see the note unless they have also dismissed it.

Users with Maintain Notes security authorization can specify whether or not a note can be dismissed, so you may not be able to dismiss all notes.

Notes and Comments

Notes and comments are similar, but there are some important differences, the main one being that notes appear automatically when a user specifies a record for which there are notes. Because of this, notes are better for proactively sharing information with other Sage 300 users.