Note:
In this window you enter, maintain and view an A/R note. A/R notes are added to a customer’s account and could be, e.g., verbal agreements that you have made with the customer. Click Confirm to update the new or changed entry.
Note: Only users defined with management rights (Management A/R notes is YES in Work with DC1 user profiles for the user) are allowed to change or delete entered A/R notes.
Function keys
| Confirm | Confirm and update the note entry. |
- Entry date
- Only shown for existing A/R notes. Displays the date of the note entry.
- Mgt
- Only shown for existing A/R notes. Indicates if the note was entered by a user with management authority (Management A/R notes is YES in Work with DC1 user profiles for the user).
- Handler
- Only shown for existing A/R notes. Displays the ID of the handler who entered the note.
- Action date
- Displays the action date of the note. If you are entering a new note, then today’s date is defaulted, but can be changed.
- External
- Indicate if the note is external or internal. If you set to YES, then the note may be included in any external communication. If you set to NO, then the note will remain for internal purposes only. For existing notes, the field can be changed.
- Client type
- Displays the client type used as communication media for contacts with the customer regarding the A/R note. The field can be changed.
Enter the text for the A/R note on the lines at your disposal. For existing notes, the text can be maintained.