AR note types

Create an AR note type

1. In the Navigation pane, highlight the Accounts Receivable > Setup > Note Types folder.
2. Click . The New Note Type window opens.

   

3. Enter a unique Code for the note type.
4. Enter a Description for the note type.
5. Save the new note type.

Purpose

The Note Types Listing provides a list of the AR note types defined in your system.

Content

For each note type included on the report, the listing shows:

• description.

In addition, you can include one or more of the following:

• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Accounts Receivable > Setup > Note Types folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of note types:
     1. Right-click the Note Types folder and select Select and Report > Note Types Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected note types:
     1. In the HD view, select the note types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular note type from the Note Type window:
     1. In the HD view, locate and double-click the note type. The Note Type window opens with the note type loaded.
     2. Click .
3. Select the Options tab.

   

4. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
5. Select the Output tab.
6. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

• Note types