Enter Notes Status

Explanation

Use this activity to enter and maintain user-defined credit note statuses and to view system-maintained default credit note statuses. This mandatory task is to be performed by a system administrator or equivalent person if using credit management. 

The note statuses are used when entering invoice header and invoice line notes. The system-defined statuses, which are installed during system start-up, cannot be modified or deleted. You can, however, either add, modify, or delete as the user-defined note statuses.

• Open the Credit Management Basic Data page.
• Click the Notes Status tab.
• Create a new record.

Prerequisites

This activity has the following prerequisites:

• None.

System Effects

As a result of this activity:

• Note statuses can be entered on invoice header and invoice line notes in the Query Customer Invoice Details page. 
• Credit notes statuses can be used for follow-up messaging.

Pages

Credit Management Basic Data

Activity Diagrams

BDR General Customer Credit Information
BDR for Customer Credit Information