4.0 Edit Notes

4.1 Main Details

This tab is open when the user clicks on one of the listing data and this tab is more sophisticated to show information such as Document type, Doc No.(Tenant), Doc No.(Company), Doc No.(Branch), Branch, Location, Transaction Date, Reference, Remarks, Currency and Sales Lead. There are also three buttons at the top right corner, Reset, Final and Create, Reset is used to clear all the values that are entered in the fields, the Final is used to make the Draft notes to Final which make the notes to disable the edit option and finally the Create button is used for creating the new notes if all the necessary fields are present. The following Lines tab is the same as 3.2 Lines.

4.2 Contra

In the Contra tab, users can see the contra documents that are related to the notes. Information available to view are Server Doc Type, Status, Date and Amount Contra.

4.3 Export

The Export tab allows a user to export the current document into an applicable format or file type, which is a PDF.

4.4 Attachments

Users can see any other attachments that are related to the current notes in this tab. Information available to view are File Name, Size, Uploaded Date and Uploaded By.