Creating Notes for PeopleSoft Contracts Components

When entering notes for PeopleSoft Contracts components, either create standard notes by selecting a standard note code that you defined on the Standard Notes page, or create custom notes by keying in custom text on the Notes page. Any notes that you create for a contract are visible to PeopleSoft Contracts users from the Notes page.

This section discusses how to define notes for PeopleSoft Contracts components.

Page Name

Definition Name

Usage

Notes Page

CA_NOTES

Add, view, or modify associated notes to the contract components. The notes that you define for these components are informational only; no processing occurs against these notes.

Use the Notes page (CA_NOTES) to add, view, or modify associated notes to the contract components.

The notes that you define for these components are informational only; no processing occurs against these notes.

Navigation:

You can access the Notes page through multiple navigation paths. This list presents the 4 most frequently used paths. The primary path appears first.

  • Customer Contracts > Create and Amend > Contract Notes

  • Click the Internal Notes link from any page in the Contract component.

  • Click the Internal Notes link on the Revenue Plan page.

  • Click the Internal Notes link on the Billing Plan General page.

This example illustrates the fields and controls on the Notes page. You can find definitions for the fields and controls later on this page.

 Notes page

Field or Control

Description

Contract

Displays the number of the contract component from which you clicked the Notes button. From this page you can view existing notes and add new notes to the contract number and contract component combination.

Notes Contents

Field or Control

Description

Component

Select the contracts component for which you want to associate a note. Additional fields appear on the page based on your selection in this field. Values are:

  • Amendments: Select an amendment number.

  • Billing: Select a billing plan.

  • Bonus/Penalty: Select an incentive identification number.

  • Contract Header: There are no additional fields.

  • Contract Line: Select a contract line number.

  • Contract Milestone: Select a milestone number.

  • Early Out Options: Select an early out option code.

  • Revenue: Select a revenue plan.

Classification

Select a classification. Values are:

Custom: Select to create a custom note. With this option, you must manually enter your custom note in the Text field.

Standard: If you select a classification of Standard, you must select a standard note code.

Standard Note Code

Select a standard note code. The text defined for the standard note code appears in the Text field. This text is display-only.

Last Update and Last Changed By

The system stamps the note with the system date, time, and your user ID when you click Save.