Creating and Modifying Notes using PeopleSoft Fluid

Page Name

Definition Name


Notes Page


View and enter notes about the expense report.

Use the Notes page (EX_SHEET_NOTES_SCF) to view and enter notes about the expense report.

The Additional Information section of the Expense Summary page displays the Notes section. The Notes page captures notes and reference information that can be helpful for the approver or auditor. Comments that are entered by approver or auditor during the approval process also displayed in this section.

Drill down on the Notes section to add or edit notes about the expense report.

Image: Notes page

This example illustrates the fields and controls on the Notes page.

Notes Page

To delete your notes, select Edit button, and then select the rows to delete. Select Delete button to delete the selected rows. To cancel, select Cancel Edit. Notes that are not created by you cannot be deleted.