To Create Notes using this loader we need to ensure we have the following fields populated as they are required for creating your note.
• Action Mode
• Note Type
• Note Status
• Customer Number
• Notes
• Entered By
• Entered Date
With the loader you can also specify your Customer Reference, Transaction Number, Payment Schedule and Note Details if required.
Once these are specified all we need to do is set the ‘Action Mode’ to ‘Create’ and process the upload as stated in the Upload Records section.
To clearly distinguish between whether we are creating an invoice (transaction) note or an account note the following will need to be set:
• If Transaction Number is specified, then the note will be loaded as an Invoice Note.
• If there is no Transaction Number specified, then this note will be loaded as an Account Note.
• Lastly, when the Transaction Number and Payment Schedule aren’t specified then the loader will create an Invoice Note. If neither are specified, then an Account Note will be created.
