Users can create a pre-created note for Purchase Requests or Purchase Orders that will automatically appear on all records of that type. 

Use the following steps to create a Default Note Template:

1. Select Purchasing.
2. Select Note Templates at the bottom.
3. Select New.
4. Add a name in the Note Template field.
5. Add a description if necessary.
6. Add the note information in the Details field.
7. Select Save.

 

Use the following steps to assign a Default Note in Purchasing Settings:

1. Select Administration.
2. Select Settings
3. Select Purchasing
4. Under Purchase Requests or Purchase Orders select the Default Notes drop-down.
5. Select a Default Note Template. 
6. Select Save.