Memo

The Memo screen allows you to enter any notes you like into the text box. The memos are used for reference purposes only. You can access a Memo screen from these locations:

  • The A/R Memo is available from Financial Management > Accounts Receivable > A/R Outstanding. Then locate the details for a specific customer, and drill down into Outstanding Details. You will find the A/R Memo - Click here link at the bottom of the details list.

  • The Equipment Memo is on an Equipment Profile, in the Machine Quick Links section, by clicking the Memos button.

Use these buttons to complete your work on the Memo screen:

Button Function
Save Saves changes made to the A/R Memo screen.
Close Closes the A/R Memo screen without saving and returns to the previous screen.

Data Source: MEMOS

Revision: 2024.03