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:
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Manage Receivables Note Type
Define the lookups you need for the Note Type.
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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
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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.