Note Type Specifications Sub-Tab
This section includes the fields and descriptions for the Note Type Specifications sub-tab.
Field | Description | |||||||||||||||||||||||||||||||||
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Name | In this field, you enter a heading option that should be available in the current note type. | |||||||||||||||||||||||||||||||||
Internal Name | Enter the internal field name of the note type. | |||||||||||||||||||||||||||||||||
Format | In this field, you can specify a format for the contents of the information on note lines under the current heading, for instance that only a date may be specified. If you specify a format, Maconomy will only accept information entered on note lines under the current heading if it complies with the selected format. If you do not enter a format, any type of information may be entered on note lines under the current heading.
By using this functionality combined with assigning notes of certain types to different information in Maconomy, for example, sales orders you can create any number of extra information fields to those types of information. This is done by creating a note type where the headings represent field names, and the format of each heading indicates what type of information may be entered in the field in question. To each sales order, vendor invoice , and so on, you can then assign a new note of the type in question, and enter the relevant information under the headings representing the individual field names. In the table below, you can see the available options and the values allowed in note fields under headings of each format:
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Description | In this field, you enter a description to elaborate on the meaning of the current heading option. | |||||||||||||||||||||||||||||||||
Option List | In this field, you can specify an option list created in the workspace Option Lists. If you specify an option list, Maconomy will only accept values from the option list in question on note lines under the current heading. Please note, however, that you can only specify an option list if the field “Format” contains the value “StringValue.” | |||||||||||||||||||||||||||||||||
Create Automatically | If you mark this field, a line with the heading on the current line is automatically created when creating notes of the current type. | |||||||||||||||||||||||||||||||||
Required | If you mark this field, it is not possible to remove lines with this heading from notes of the current type. | |||||||||||||||||||||||||||||||||
Remarks 1-3 | In these fields, you can enter additional remarks regarding the current heading option. | |||||||||||||||||||||||||||||||||
Note Type | Enter the number of the current note type. The number cannot be changed on existing note types. |