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Work with notes, Parent companies (GDMD18401)

This program is used to connect parent companies to a note ID. In this way, you are able to configure your system to have specific notes displayed or retrieved when an order line (either sales, service, purchase or work – depending on the note type that you previously selected to work with) or a request is created for the connected Parent companies. A validity period via a Valid from/to date can also be defined. This allows you to determine how long any text that you want to connect, e.g., to order related transactions, will be valid.

Options

Selection fields

Note type
Displays the note type you selected to work with.
Note id
Displays the selected note ID that you selected to connect a parent company to on the previous panel.

Parent company
This column lists the parent companies that have been connected to this note ID.
Name
This column lists the parent company names.
Valid from
If any valid from date has been defined, this column displays the date from which the note for this note type and note ID is valid for the parent company.
Valid to
If any valid to date has been defined, this column displays the date to which the note for this note type and note ID is valid for the parent company.

Work with notes, Parent companies (GDMD18404)

On this panel you select the parent company that you want connect to the note ID and optionally define the validity period.

Note type
Displays the type of note that you are working with.
Note id
Displays the note ID that you have selected to connect a parent company to.

Parent company
Enter the applicable parent company code. This field cannot be changed.
Valid from
Optional entry. Enter the date from which the note for this note type and note ID will be valid for this parent company. If this field is left blank, the note will be valid immediately.
Valid to
Optional entry. Enter the date to which the note for this note type and note ID will be valid for this parent company.

Work with notes, Parent company, Deletion (GDMD18408)