Note:
In this program you are able to add A/R notes to a customer’s account. Such notes could be, e.g., verbal agreements that you have made with the customer. All users can enter A/R notes, but 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.
This panel is accessed from the detail level of Work with A/R – A/P analysis reports. The notes you enter or maintain here apply to the customer whose report you were working with.
Options
Selection fields
- Customer
- Displays the customer number and name for which you are maintaining or viewing A/R notes.
- Action
- This column lists the action dates for the A/R notes that have been entered.
- Text
- Displays the text entered on the first text line for the related A/R note.
- Handler
- This column lists the ID:s of the handlers who entered the notes.
Work with A/R notes, Copy (AUFD50105)
- Debtor
- Displays the debtor to whom the note(s) you selected to copy relate(s).
- Action date
- Displays the date of the action for the note(s) you selected to copy.
- New action date
- Enter the new date of the action for the note that you are creating.