Customer Notes

This form is used to manage customer notes data.

Application menu
Sales → Customer Notes
Database table
customernote
Primary Key
transid (Invoice).
User permissions
Access for this form (create, update, delete, duplicate) can be configured from the General → User Role List menu.
Initial focus when creating data
Field Division will receive focus first.
Sorting order
Records are sorted by updatetimestamp.
customer notes (Daftar)
CUSTOMER NOTES (Daftar)
customer notes (Form)
CUSTOMER NOTES (Form)

Additional Fields

The additional fields section contains several inputs that end users can populate:

  • Division
    The division input is required.. The division input can be used as a filter on the main list form..
    • Options are loaded from table division (form Division List). The default value follows the Role User form, but you can choose another item.
  • Date
    The date input is required.. The date input can be used as a filter on the main list form..
    • This field captures a date. It defaults to today, and you can select another date from the picker or type it manually.
  • Time
    The time input is required.. The time input can be used as a filter on the main list form..
    • This field captures a time value. It defaults to the current time but you can adjust it via the picker or by typing.

Customer

  • Code
    The code input is required.. The code input can be used as a filter on the main list form..
    • This field searches table customer (form Customer). Open the dropdown, type a keyword, and pick the desired record.
  • Name
    This input is read-only and only displays data from system.. The name input can be used as a filter on the main list form..
    • This field displays name and is populated automatically.
  • Address
    This input is read-only and only displays data from system..
    • This field displays address and is populated automatically.
  • Credit Limit
    This input is read-only and only displays data from system..
    • This field displays credit limit and is populated automatically.
  • Credit Limit Type
    This input is read-only and only displays data from system.. The credit limit type input can be used as a filter on the main list form..
    • Select one of the available options.
    • Available options:
      • Invoice Amount Limit
      • Invoice Quantity Limit
  • Customer Note Type
    The customer note type input is required..
    • Options are loaded from table customernotes (form Customer Note Type). The default value follows the Role User form, but you can choose another item.
  • Notes
    The notes input can be used as a filter on the main list form..
  • Modified By
    This input is read-only and only displays data from system.. The modified by input can be used as a filter on the main list form..
    • This field shows the user code that last modified the record and is filled automatically.
  • Last Modified
    This input is read-only and only displays data from system.. The last modified input can be used as a filter on the main list form..
    • This field displays a timestamp that is populated automatically.

English Documentation Administrator 06 Dec 2025 11:07pm

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