Notes Mapping for Receivables

The Notes common component portlet is available on all Receivables transaction pages. You can create, view, update, and delete notes on transactions throughout the entire transaction cycle: incomplete, complete, posted.

There are two types of Notes: Internal and Private. Internal notes are available to all users. Private notes are available to authors only.

There are three configuration tasks to perform to use the Notes portlet on Receivables transactions.

Notes Mapping Configuration Tasks

There are three configuration tasks for Notes mapping to Receivables.

Perform these tasks in the order indicated:

1. Manage Receivables Note Type

   Define the lookups you need for the Note Type.

2. Manage Receivables Note Type Mapping

   Use the CRM component to map the Note Type to the Receivables Transaction object (AR_TRANSACTIONS).

   This table displays the predefined note type mapping for Receivables:

   OBJECT_CODE	MAPPING_TYPE_CODE	MAPPED_LOOKUP_CODE	Meaning	Description
   AR_TRANSACTION	ZMM_NOTE_TYPE	MAINTAIN (default)	Maintain	Maintain Receivables transactions
   AR_TRANSACTION	ZMM_NOTE_TYPE	AR_APPROVAL	Receivables Credit Memo Request Approval	Receivables credit memo request approval note type

3. Manage Receivables Note Descriptive Flexfields

   You can optionally define descriptive flexfields for Notes. You can use Notes descriptive flexfields on Receivables transactions to capture additional information for your business requirements.