Setting Up Required Notes
AcuityLogic can prompt users to enter a note for the following transactions:
- Miscellaneous payments
- Refunds (full or partial)
- Remakes
- Returns
- Sales adjustments
The same type of transaction may generate different types of notes depending on how a transaction is resolved. For example:
| Transaction | Resolution | Note Type |
|---|---|---|
| Return | Refund | Refund |
| Return | Credit | Return |
| Sales adjustment (decrease balance) | Refund | Refund |
| Sales adjustment (decrease balance) | Credit | Sales adjustment |
To set up required notes
- Open the Types/Reference window.
- Click the Note Requirement link for your company.
The Note Requirement window opens.
- In the row of the note type you want to activate, click Edit.
By default, all required note types are inactive.
- Select the row's Active check box.
- Click Update.
- Click Return.
The system now requires users to enter a note for each transaction that corresponds to an active note type.
Related Topics
- To search for required notes
- Required Note Audit Report (AcuityLogic POS)
- Required Note Audit Report (MISC103) (AcuityLogic BackOffice)
- Setting Up Types & References
- Setting Up Your Company
- AcuityLogic Admin