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Cannot add account notes through Account Inquiry
Cannot add account notes through Account Inquiry
Description of Issue
The Account Notes text box is greyed out and cannot be edited through Account Inquiry
Context
Account Inquiry
Cause
Expected functionality. Account Inquiry is inquiry only, and account notes should be added through Account Master.
Resolution
To add notes to an account through Account Master:
Navigate to Account Master: Financials > General Ledger Menu > Set Up/Chart of Accounts > Account Master
Search on existing account
Accept
Scroll down and select the Account Notes button in the Account description section of the screen
Enter any additional account notes
Save
Back
Note: Account Notes can be viewed through Account Inquiry by selecting the Account Notes button, but the text box will be grayed out. No editing of Account Notes can be done.
Additional Information
, multiple selections available,
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