Create a Memo

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Use this procedure to create memos.

To create a memo

  1. In any window that has the Memo feature available, click the Memo button.

  2. In the Memo Maintenance window, in the Memo Code field, enter a new memo code. For more information, see Memo Maintenance – Fields.

  3. In the Description field, type a memo description.

  4. In the Memo Date field, enter the date the memo is created or accept the default system date.

  5. In the Expiration Date field, enter the expiration date to use when purging memos.

  6. In the Auto Display field, select an option to determine if this memo will automatically display during data entry. You can override the selection in this field for specific memos in Override Auto Display Settings. For more information, see Override Auto Display Settings.

  7. In the Reminder Start Date and Reminder End Date fields, enter the range of dates to use for printing the memo. If Reminder Date is selected in the Auto Display field, the memo is displayed automatically during the range of dates entered.

Note If you enter a date in the Reminder Start Date field and leave the Reminder End Date blank, memos will always display after the starting date. Conversely, if you leave the Reminder Start Date field blank and enter the Reminder End Date field, the memos will display up until the end date.

  1. In the Attachment field, enter the path and file name to attach a file to the memo. Click the View Attachment button to view the file in the appropriate program.

Note To make the attachment accessible to other users, place the file on a common server and then attach the file.

  1. In the text entry area, type the memo message. Click Accept.

  2. To copy the memo setting to another memo, click Copy. For more information, see Copy Memos (Memo Maintenance).

A memo is created.