Difference between revisions of "What is a general notes template?"
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In this example, the use of the General Notes on a Customer Account will be used. | In this example, the use of the General Notes on a Customer Account will be used. | ||
* Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | * Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | ||
| − | * | + | * Use the "Notes" tab, or {{DataValue|Click}} the "Check Box" at the bottom left of the displayed window or press {{KeyPress|C-F8}}. |
* Any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required using the {{KeyPress|F5}} key. | * Any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required using the {{KeyPress|F5}} key. | ||
* This text is also searchable. | * This text is also searchable. | ||
| Line 16: | Line 16: | ||
{{Example|text={{DataValue|Zone :}} on a line would place the cursor after the {{DataValue|:}} ready for you to enter a zone for that customer.}} | {{Example|text={{DataValue|Zone :}} on a line would place the cursor after the {{DataValue|:}} ready for you to enter a zone for that customer.}} | ||
| + | |||
| + | === Reporting === | ||
| + | All General/Extra notes can be reported on from within the {{RGen}} by using the [[REF:rprgfnotes|$NOTES{}]] funciton. | ||
| + | |||
| + | Information can be extracted from a "General Notes Template" by also using the above function. | ||
| + | |||
| + | ===== Example ===== | ||
| + | A example Customer general notes template could look like : | ||
| + | <pre> | ||
| + | Zone : TWG | ||
| + | Discount Structure : ZN | ||
| + | Closed : Sat, Sun | ||
| + | </pre> | ||
| + | |||
| + | This information could be stored against all or some customers, if you wanted to range your report by only customer that had the {{DataPrompt|Zone:}} prompt set you could enter the following in your range so that any customer that didn't have a zone set would not appear on the report. | ||
| + | |||
| + | <code>$LJUSTIFY{$SUBSTR_AFT{$NOTES{A42,1,"Zone :"}, "Zone :"}, 50}</code> | ||
| + | |||
| + | The above would return {{DataValue|TWG}}. | ||
== See also == | == See also == | ||
*[[REF:rprgfnotes|Reporting on General Notes in the Report Generators]] | *[[REF:rprgfnotes|Reporting on General Notes in the Report Generators]] | ||
| + | *[[REF:rprgfljustify|Removing leading spaces]] | ||
{{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | {{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | ||
Revision as of 09:45, 9 September 2009
Contents
Summary
Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding any sort of extra information.
More Information
Adding Notes
In this example, the use of the General Notes on a Customer Account will be used.
- Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example.
- Use the "Notes" tab, or 'Click' the "Check Box" at the bottom left of the displayed window or press <Ctrl+F8>.
- Any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required using the <F5> key.
- This text is also searchable.
- A "Tick" now appears in the check box to indicate that General Notes information has been entered.
Templates
You can use a ':' to indicate that you want to use a template. The cursor will be positioned after the prompt for that line.
 | 'Zone :' on a line would place the cursor after the ':' ready for you to enter a zone for that customer. |
Reporting
All General/Extra notes can be reported on from within the Report Generator by using the $NOTES{} funciton.
Information can be extracted from a "General Notes Template" by also using the above function.
Example
A example Customer general notes template could look like :
Zone : TWG Discount Structure : ZN Closed : Sat, Sun
This information could be stored against all or some customers, if you wanted to range your report by only customer that had the "Zone:" prompt set you could enter the following in your range so that any customer that didn't have a zone set would not appear on the report.
$LJUSTIFY{$SUBSTR_AFT{$NOTES{A42,1,"Zone :"}, "Zone :"}, 50}
The above would return 'TWG'.
See also
