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timetrack_entering_notes_htm timetrack_entering_notes_htm

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 check box in the Setup Options window (Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options) must be marked to enter notes for fixed asset transactions.

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timetrack_entering_a_note_htm timetrack_entering_a_note_htm

Entering a note

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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.
• Choose 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.

Note

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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.