Memo Manager Maintenance - Fields

 

Memo Manager Maintenance

 

Module

If you accessed this window from the Common Information module, select the module for the memo type that you want to maintain. If you accessed this window from a module other than Common Information, this field displays the module name, and can only be viewed.

 

Memo Type

Select the memo type to maintain for the selected module.

 

Role

Select the role for the module and memo type to maintain. These roles are pre-defined and cannot be changed.

 

Task

This field displays the descriptions of the tasks available for the selected module and memo type.

 

Memo Options

Select the memo option that allows or restricts actions that can be performed on the memo. The memo option initially displays the least restrictive option allowed after comparing any role security permissions for this task. These settings are pre-defined, but you can change the permission setting for the role to Show, Hide, or Maintain.

You can select from the following memo options:

Memo Option

Attributes

Maintain

Allows you to add, modify, or delete memos for the selected task.

Show

Allows you to display memos for the selected task. Memos cannot be edited or deleted.

Hide

Allows you to hide the memo button in the selected task window; however, auto-display memos can still be optionally processed.

 

Auto Display

Select this check box to allow memos to automatically display when the selected task is accessed. The memos that are automatically displayed are determined by the selection made in the Auto Display field of the task where the memo code was originally created. For example, if you create a memo in the Account Memo Maintenance window in the General Ledger module and select Never in the Auto Display field, the memo does not automatically display even though you may have selected the Auto Display check box for the Account Maintenance task in the Memo Manager Maintenance window. To view memos that do not automatically display, click the Memo button in the selected task.