Customer Note Type
Customer Note Type is used to organize customer data so that sales, delivery, receivable, payment, points, and customer reports run consistently.
Used By
sales staff, cashiers, sales admins, or finance
Data Type
master
Search Keys
Code, Name
When to Use This Form
- When the company needs a new category for customer notes.
- When the data needs to be available as an option on related master data, filters, or reports.
- When naming needs tidying so there are no duplicate entries.
Before You Start
- Make sure the naming has been agreed so users do not create the same data with a different spelling.
Workflow
- Open Sales & POS / Customers & Sales Team / Customer Note Type.
- Enter a code and name using a pattern that is easy to search.
- Complete the note or additional remarks if available.
- Make sure the data is not a duplicate with a different spelling or abbreviation.
- Click Save so the data can be used in related options and reports.
Key Fields
| Field | Explanation for Users | Status |
|---|---|---|
Code
id |
Data code. Use a short code that is easy to recognize. | Required |
Name
name |
Name shown in data selections and reports. | Required |
Last Modified
updatetimestamp |
The last time the data was updated by the application. | Optional |
Details and Relations
- This form has no detail table. The data is used as a reference on related master data or transactions.
What Happens After Saving
- Active data appears as an option on master data, transactions, or reports that use this reference.
- A name change is reflected on old data that uses this reference.
- If the code or name is incomplete, the application shows a validation message.
Common Problems
- Data cannot be saved: make sure the code and name have been filled in.
- Data does not appear when searched: check the keyword, active status, and user access rights.
- Duplicate data: use one agreed name before creating new master data.
Available Fields
The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.
| Field | Explanation for Users | Status |
|---|---|---|
Code
id |
Data code. Use a short code that is easy to recognize. | Required |
Name
name |
Name shown in data selections and reports. | Required |
Created By
usercreate |
User who created this data. | Optional |
Modified By
useredit |
User who last modified this data. | Optional |
Last Modified
updatetimestamp |
The last time the data was updated by the application. | Optional |
User Checklist
Menu Location
- Sales & POS / Customers & Sales Team / Customer Note Type
/form/customernotestype