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Deal Note Types |
  
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Deal Note Types |
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Deals within EnergySteward.com can contain an unlimited set of notes and peripheral information relevant to a deal. Many times, needs exist to capture notes as an audit trail to identify why certain pricing was used, volume anomalies, etc. In some situations it is valuable for one department to leave notes on a deal so that an individuals in a subsequent department (accounting for example) can understand certain aspects of why/how the deal is configured. The deal notes features provides this audit trail and communication capability.
In addition, Many of the reports (confirmations, invoices, remittance) within EnergySteward.com are setup to print out any optional notes which might exist on a deal, to convey to your counterparties. If any information is setup on these deal notes, for a specified type, then these notes will automatically print on these documents.
The screen shot below shows the initial screen which lists out your available deal 'types' of notes which can be attached to your deals:
Add Deal Note Type (button) - Click this button to add a new deal note type.
View/Edit Grid Button (pencil) - Click this next to the applicable deal note type in order to change the information about this type.
Delete Grid Button (red x) - Click this next to the applicable deal note type that you want to permanently delete. When you delete a deal note type, then all past, present, and future deal notes which might exist for this type (on your various deals) WILL BE PERMANENTLY DELETED. The deal(s) will still exist, just those notes which were assigned to them that matches this type will be removed. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion
Note Type - This can be any name for the deal note type which you want to define. Note: These names are sometimes referenced on standard reports like confirmations, invoices and remittance statements. Therefore, care should be taken when renaming the type of note to ensure that it is not being referenced in various processes.
Notes - This is a brief description for this deal note type (typically how this deal note is expected to be used).
Note Type Available (checkbox) - If checked, then this deal note type is considered active and will therefore be available when entering these optional deal notes on deals. If unchecked then historical deal notes, for this type, will be maintained on historical deals BUT when setting up new deal notes, the item will be unavailable (will not show up in the pull down list box).