Notebook Report [R0922]

 

The Notebook report [R0922] produces a list of existing notes for an application/lease, asset, or client. It may be used to review all comments, actions, problems, and concerns for an application, lease, asset, or client. The report is organized by date the notes were entered.

The report may be selected interactively for:

• An application or lease
• An asset
• A client

 

Notebook Report Selection

• CLIENT
  Enter the client number associated with the notes desired. Client Search is available.
  
  
• APP/LEASE
  Enter the application number or lease number associated with the notes desired. Client Search is available.

• ASSET
  Enter the asset number associated with the notes desired.

• NOTE TYPE
  Enter the code for the type of notes desired. Leave blank if all notes types are desired. If TYPE is entered then at least one of the 3 fields described above must be entered. Use Help to see a list of valid types.

 

Notebook Report

The report is sorted by entry date. Refer to the DISPLAY OLDEST ENTERED NOTES FIRST switch of the Security update [U0706] for more information on sorting by the note entry date (newest to oldest or oldest to newest entry date).

• DATE ENTERED
  The date the note was created is displayed.

• DATE FOLW-UP
  The follow-up date is displayed.

• PC
  Y is displayed if action has already been taken on the note.

• TYPE
  The note type code is displayed.

• FRM
  The initials of the note creator are displayed.

• TO
  The initials of the person assigned to follow-up on the note are displayed.

• PR
  The priority of the note is displayed.

• COMMENTS
  The note title and comments are displayed.

 

LeasePak  Documentation Suite

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