Notes |
The Notes tab enables you to enables you to view and record notes regarding the requisition or individual line items. If there are notes associated with the requisition, this tab displays in the alert color specified on Preferences -> Color Setup.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on requisition ID, location, vendor, status, purchase type, approval, employee ID (requester, buyer), to/from dates, and equipment ID, among other values.
Note: Unless you specify a header status, filtering on equipment ID returns all items in all statuses that apply to that ID.
Location level security applies to this tab; go to location level control for more information.
The field in the top section of the Notes tab is display only from the Basic Info tab.
Requisition ID
Identifier of the requisition either being defined or that is currently selected in the grid. The requisition description displays to the right of the field.
The fields in the bottom section of this tab enable you to view or add notes about the requisition. Once a note has been entered, it may not be changed or deleted.
Text field that displays previously entered notes. Includes the creation date and time as well as the identifier of the person who entered the note. This field is display only.
Line number
The line item number to which the note applies. This field is optional.
Tip: If line number is 0, “APPLIES TO HEADER” precedes the note text. If line number is 1 or higher, “APPLIES TO LINE NUMBER #” precedes the note text.
Add a new note
Free-form text field in which you can type notes regarding the requisition or line item. This field is optional.
Tip: If the note applies to a specific line item, be sure to type the line item number in the Line number field. Notes may not be edited once they are recorded.