Defining Standard Notes

A standard note is a text document that can be associated to records wherever additional information is needed. For example, “Ensure that payment terms are clearly visible on the Purchase Order report.”

Refer to Understanding Documents for more information.

The Standard Notes portal is used to view and maintain standard notes.

You can access this portal from Admin, select S, then select Standard Note. You are brought to a query portal with options for searching for a specific standard note. Once the standard note has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal’s Main tab page:

• Standard Note: This zone displays information about the selected record.