Entering Notes

You can add notes to Job Cost, Service Management, Unbilled, workorder, and fixed asset transactions by choosing the notepad button in the Time Card Entry window. The Maintain History checkbox in the Setup Options window (Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options) must be marked to enter notes for fixed asset transactions.

Entering a Note

1. Select Transactions > TimeTrack > Time Card Entry.
2. Select an existing transaction or enter a new one.
3. Select the notepad button to the right of the Transaction Number field. Enter the note in the Notes window and select Attach. The notepad button in the Time Card Entry window changes color and is filled with lines, indicating that a note is attached to the transaction.

Printing a Note

You can print a note or set of notes. The report must be produced before the batch is committed. Once the batch is committed, the notes are saved with the transactions and can only be viewed from the Time Card History window.

1. Select Reports > TimeTrack > Printable Notes.
2. Use the Product drop-down menu to select a product.
3. Select a range type from the Ranges drop-down menu. You can print notes by job number/service ID, current owner, or last changed (the date(s) within which printable notes were changed). Use the lookups in the From and To fields to specify a range. You can enter current owner and last changed date ranges regardless of the product selected using the lookups in the From and To fields.
4. Select Insert >>.
5. Select Print.

Viewing a Note

Notes attached to Unbilled, Job Cost, and Service Management transactions can be viewed from the Microsoft Dynamics GP Payroll Transaction Entry window. Depending on setup, notes attached to Equipment Management transactions are saved as Unbilled transactions. Notes attached to fixed asset transactions are viewed from the Time Card History window.  Job Cost notes can also be viewed in Job Cost from the Payroll Entry Zoom window. Service Management notes can also be viewed in Service Management from the Adjustment to Costs window.

• Commit the batch. Notes must be committed to be viewed in Microsoft Dynamics GP, Job Cost, and Service Management. Once committed, the notes can only be viewed from the Time Card History window. See Committing Time Card Transactions.
• Open the Payroll Transaction Entry window by choosing Transactions > Payroll > Transaction Entry.
• Select the notepad button to view/edit the note in Microsoft Dynamics GP or zoom on the Product field to view/edit the note in Job Cost or Service Management.

You can view and edit the note from Microsoft Dynamics GP, Job Cost, or Service Management. Changes made to the note from Microsoft Dynamics GP are not reflected in Job Cost or Service Management and vice versa.