Note Import Format

A

1

Notes Code

60

Character

Yes

If you are importing a note for a customer, enter the customer code.

If you are importing a note for a contact, enter the customer code or supplier code.

If you are importing a note for a user, enter the user ID.

If you are importing a note for a supplier, enter the supplier code.

If you are importing a note for a product, enter the product code.

If you are importing a note for a style, enter the style code.

If you are importing a note for an accounts receivable item, enter the reference number.

B

2

Contact Name

30

Character

Yes, only if importing a note for a contact

Enter the name of the contact, otherwise leave this field blank.

Note This field is used only when importing notes for contacts.

C

3

Set Reminder

3

Yes/No

No

Enter Yes if you want to set a reminder for the note. If you enter Yes, when the reminder date entered for the Reminder Date field is reached, a reminder email is sent and/or an alert appears during login.

D

4

Order Entry

3

Yes/No

No

Enter Yes to display the note in Order Entry.

Note If you enter Yes for a note for an order, the note displays when the order is edited. If you enter Yes for a note for a customer or location, the note displays when the customer or shipping/sales location is selected for a new sales order.

This field is only used if you are entering a note for a style, customer, or product.

E

5

Purchase Order Entry

3

Yes/No

No

Enter Yes to display the note in Purchase Order Maintenance.

Note If you enter Yes for a note for a supplier or location, the note displays when the supplier or bill-to/ship-to location is selected for a new purchase order.

This field is only used if you are entering a note for a style, product, or supplier.

F

6

Voucher Entry

3

Yes/No

No

Enter Yes to display the note in Voucher Entry, One Step Voucher and Payment Entry, and Recurring Voucher Maintenance when selecting the supplier associated with the note. This field is only used if you are entering a note for a supplier.

G

7

Start Date

10

99/99/9999

No

Enter the first date for which to display the note during order, purchase order, or voucher entry. This field is only used if you enter Yes for the Order Entry, Purchase Order Entry, or Voucher Entry field.

H

8

End Date

10

99/99/9999

No

Enter the last date for which to display the note during order, purchase order, or voucher entry. This field is only used if you enter Yes for the Order Entry, Purchase Order Entry, or Voucher Entry field.

I

9

Note

10000

Character

Yes

Enter the text of the note.

J

10

Created By

60

Character

No

Enter the author (user ID) of the note if it is available. If this field is blank, this defaults to the user ID of the user importing the note.

K

11

Note Date

10

99/99/9999

No

Enter the date that the note was originally created if it is available. If this field is blank, this defaults to the date of the import.

L

12

Subject

40

Character

No

Enter the subject of the note. If this field is blank, it defaults to the first 40 characters entered for the Notes Data field.

M

13

Note Group

12

Character

No

Enter a valid note group associated with the note. If this field is blank, it defaults to Default. For information on setting up note groups, see Note Group Maintenance.

N

14

Note Type

12

Character

No

Enter a valid note type associated with the note. If this field is blank, it defaults to Default. For information on setting up note types, see Note Type Maintenance.

O

15

Reminder Date

10

99/99/9999

No

Enter a reminder date for the note. If this field is blank, today’s date is used as the reminder date.

NOTE A reminder is only sent if you enter Yes for the Set Reminder field.

P

16

Reference Suffix

2

Integer

No

If you are importing a note for an accounts receivable item, enter the reference number’s suffix (if applicable).

Example If one invoice is spread over three installments and each installment is imported as a separate accounts receivable item, then there would be three accounts receivable items being imported, each with the same reference number, but each with different suffix numbers.

Q

17

Contact Type

8

Character

Yes, only if importing a note for a contact

If you are importing notes for contacts, enter one of the following to indicate the contact type:

• custbill - The contact is for a customer bill-to address.

• custship - The contact is for a customer ship-to address.

• customer - The contact is for a customer.

• prospect - The contact is for a prospect.

• supplier - The contact is for a supplier.

R

18

Address Sequence Number

8

Integer

Yes, only if importing a contact note for a customer bill-to or ship-to address

If you are importing contact notes for a customer bill-to or ship-to address, enter the sequence number to identify the address.

S

19

Note Time

8

HH:MM:SS

No

Enter the time that the note was originally created if it is available. If this field is blank, this defaults to the time of the import.