Adding and Managing Notes for Customers, Vendors, and Items
Dismissing and Restoring Notes
The Notes button appears on the web toolbar at the right side of your browser window when you are using Sage 300.
Click this button to open the Notes panel, which you use to:
- Add and manage notes for customers, vendors, and inventory items. More...
- View note details.
- Dismiss notes, and restore notes that have been dismissed.
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.