Edit Process for existing Note:
Select the existing note from the find option. For Find see more detailed information here.
Or
If you know the customer and note numbers, you can select the customer on the Note Maintenance form and press tab key.
All the Notes associated with that customer will be loaded in the Notes drop-down. Select the required note. All the details for the selected note will be loaded and displayed in respective controls.
User can update the values in the following fields for existing notes.
- Note Type
- Note Credit Limit
- Note Maturity date
- Interest Rate
Once user updates the required fields then following message will be displayed.
Overview
Content Tools