Add New Note

Use this task to add a note to the selected Vendor Location. Each Vendor Location of the Vendor in context has its own set of notes.

Prerequisites to complete task correctly.

• Vendor has already been added to Property Manager.

How do you get here?

Community Detail Vendors Tab Tasks Add New Note

or

Vendor Detail Vendor Locations Tasks Add New Note

To add a note to the selected Vendor Location:

1. The Entry Date will default to the current date and time, but you can manually change this to any other date and time.

2. The Employee defaults to the Employee Name of the Property Manager user currently logged into Property Manager, but this can be changed to any employee listed in Property Manager on the System Administration > Employees tab.

3. The Note field can accept very large notes.

   • If the note is more than 75 characters long, you will need to use the Maintain Selected Note task to view all of its contents.

4. If Vendor Note attachments have been enabled at System Administration > Maintain Lookup Tables - Business Constants, click Next to add an attachment to the note. Otherwise, click Finished to save the note.

Related Topics:

• Add New Vendor

• Maintain Selected Vendor

• Delete Selected Vendor

• Add New Location

• Maintain Selected Location

• Disable/Enable Selected Location

• Maintain Vendor Contacts

• Maintain Selected Note

• Delete Selected Note

• Maintain Goods & Services for Selected Location

• Add AP Vendor

• Maintain AP Vendor

• Disable/Enable AP Vendor

• Add New Vendor Account Holders

• Maintain Vendor Account Holders

• Change AP Vendor ID

• Maintain Invoice Account Types