Transactional Note Type

Credit Control requires a dedicated Transactional Note Type.

An existing Note Type can be used, but data conversion may be required to take account of Credit Control action types. If you do not want to create a new Note Type, contact your Star consultant for advice.

To add a new Transactional Note Type for Credit Control:

  1. Select Setup / Dimensions / Data Types / Transactional Note Types to view the Transactional Note Types window.

  2. Click Add to display the New Note Type Description window.

  3. Enter a brief description into the Note Type Description field.
  4. Click OK to return to the New Note Type Description window, where your new Note type description is represented on a new line.
  5. If a Note Type is not associated with any records, and should not be represented in selection controls, select the Hide checkbox.
  6. If the new Note Type should be displayed in Billing, select the Show in Billing checkbox.
  7. If the new Note Type should be displayed in Accounts Receivable, select the Show in AR checkbox
  8. To close the New Note Type Description window, click Exit.
  9. You must now associate the Transactional Note Type with the module, as described in Firm Options.