Notes can be created within AR Credit & Collections through the Add Note button at the top of the screen or through right-mouse click options available within the Notes tab. Notes created in the AR Credit & Collections module can be linked to a particular customer or to one or more orders and invoices.
The Notes tab will display all notes linked directly to the customer and all notes from orders with open revenue linked to the customer. When the notes are from associated orders, they are listed as a single-line entry that includes the Order Number, Shipper name, and a count of the notes linked to the order (in parenthesis). Notes entered for a customer appear at the top followed by order notes.
Figure 39: Order notes viewed through the AR Credit & Collections Note tab
Notes created for the customer within AR Credit & Collections will always appear within the Notes tab for the selected customer and will include a count of the total number of notes linked directly to the customer.
Figure 40: Customer notes
Users can double-click on any note to view the note through the Note dialog.
Figure 41: Note dialog
Users can append to a note through the Append to Note option available through the Note dialog or through right-mouse click options. The right-mouse click options include other functions that control the display of the notes in the grid. See the Right-Mouse Click Options in Data Grids topic for more information.
Figure 42: Right-mouse click option available in Notes tab
Users can add a note for either the selected customer or for one or more orders and invoices.
Adding a Note through AR Credit & Collections
1. In MoversSuite,
2. Access AR Credit & Collections,
3. Select a customer by using the Filter by Customer or selecting a customer within the Alerts/Tasks pane. This will activate the Add Note button,
4. Press the Add Note button and the Add Note dialog will appear,
Figure 43: Add Note To section of the Add Note dialog
5. In the Add Note To section, select either Customer
or select Order Number(s). If adding a note to an order, users can
select from the list of orders linked to the customer from the drop-down menu
and/or select customers by using the Find Order(s) By dialog (
),
Note: Orders that are not associated to a customer will not appear in the Notes tab in AR Credit & Collections. These notes will be visible in Notes tabs outside of the module or under customer for which they are associated to.
6. In the Note Information section, select either Public to mark the note as viewable through the Customer Web Portal or Private to not have the note viewable through the Customer Web Portal,
Figure 44: Note Information section of the Add Note dialog
7. Select a note Type from the provided list. Note types are defined within the Note Type Setup topic,
8. Enter a text description to display as the Subject of the note,
9. Enter text of the note in the Memo field,
10. If the note is associated to an order, then the option to Send to Van Line will appear. Users can Enable the note to be uploaded, disable viewing on the van line side with the Private setting, and enter the Initials for the owner of the note,
11. Press Save to add the record.
All notes associated to a selected customer will appear within the Notes tab in AR Credit & Collections. Notes created for orders and invoices will be viewable through all MoversSuite note listings and tabs and can be uploaded to a van line.
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