Use the D.30.11 Notes screen to define and store notes and comments within your project and discipline for later attachment to requisitions or requisition line items, inquiries, quote summaries, and agreements. First, you must define note types for your notes and comments, and then define the notes within these note types.
With the project default ZX_PROJ_PG, you can control which data you want to see. If this project default is set to Y, all note types and notes of the product group and the project are displayed. If the project default is set to N, only note types and notes of the login project are displayed. If any note of the product group has been attached to a requisition or a requisition line item, you cannot change the project default anymore.
In the first (Note Types) block, you can define note types.
Select the type of the notes from the drop-down list in the Term Type field. The available values are:
Enter the name of the note type in the Note Type Code field.
The note type revision is automatically set to 0 (zero) and displayed in the Rev field.
Enter the note type descriptions in the Short Desc and Description fields.
The project or product group where the note type was created is displayed in the Project field.
To create a revision of the note type, click Type Revision. A new note type revision is created, and all notes of the previous revision are copied to this new revision.
In the second (Notes) block, you can define notes for the selected note type.
Enter the note name in the Note Code field. The note revision is automatically set to 0 (zero) and displayed in the Rev field. Enter the note descriptions in the Short Desc and Description fields.
The Attached to Req? value indicates whether the note is already attached to a requisition, and if the requisition is approved in case the note is attached. The available values are:
Approved: The note is attached to one or more approved requisition(s).
Not approved: The note is attached to one or more requisition(s) that are not approved.
Unused: The note is not attached to any requisition.
To create a new revision of the selected note, click Note Revision.