Navigation:  Application Modules > Deals > Deals > Notes

Deals within EnergySteward.com can have an unlimited number of notes associated with them.  These notes can be notes which communicate information between  departments (marketing messages about a deal to accounting, etc.).  In addition, many of the standard reports provide for pulling in custom notes for confirmations, invoices and remittance statements.

 

Deal notes can be setup by effective dates.   In addition,  the deal note is assigned a note type.  These note 'types' can be setup in the configure deal note types area within this manual.

The following screen shows a sample list of some notes that have been attached to a deal.

 

Add Note (button) - Click this button to add a new note to the deal.

 

View/Edit Grid Button (pencil) - Click this next to the applicable note item in order to change any of the information relevant to the deal note.

 

Delete Grid Button (red x) - Click this next to the applicable note item that you want to permanently delete.  When you delete a note item, then all information relevant to that deal note will be permanently deleted. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

The following shows the note detail which you are presented with when adding or updating deal notes.

 

 

 

Type (drop down list box) - Select the note type from the list of available types.  See the configuration deal note types area for creating/updating note types.  This item also includes a quick add icon for setting these note types up directly from this screen (if you have appropriate security).

 

From Date (popup calendar) - This is a required field and represents the date specific to the note item.  This will default to your personal default production month setting, but can be changed to any effective from date relevant for the note.

 

Thru Date (popup calendar) - This is a required field and represents the date specific to the note item.  This will default to your personal default production month (end of month) setting, but can be changed to any effective from date relevant for the note. Important Note: A note can span multiple months, you are not limited to single month notes on a deal.

 

Notes -  This is the actual note area.  Remember, some notes (based on type) will print on standard reports (confirmation areas, invoice areas, remittance statement areas, etc.).   Some notes are simply audit trail notes.