Job Costing - Attachments & Notes

Overview – Attachments & Notes

Sample of notes and attachments in a record using Form mode

Job Setup screen in Form Mode, displaying a record with associated attachments and notes

Sample of notes and attachments in a record using Table mode

Job Setup screen in Table Mode, displaying a record with associated attachments and notes

Attachments and notes enable the storing of additional information related to Enterprise objects, such as projects, jobs, contract forecasts, and work items. Attachments can be any type of file format (XLS, CSV, DOC, PDF, etc.), and require an appropriate application to open and view them. Notes, in comparison, are like post-it notes, and their text is displayed by their Enterprise application.

Screens displaying records that can have associated notes or attachments, or both, have the notes or attachments option on the block toolbar. Also, if a record has any associated notes or attachments, the [Notes] or [Attachments] buttons will display how many, within brackets, as shown by the screenshots above.