Add a Note Type (FT)

Use the following procedure to add a Patron Account Note Type:

1.  From the Financial Transactions section of the Setup menu, select Accounting > FT Notes > Note Types. The Patron Account Note Types page is displayed.

2.  In the List of Note Types grid, click  Add.

3.  Enter information in the following fields:

•     Name: Enter a name for the Note Type:

•     Note Type ID: Enter or select an ID number for the Note Type. By default, the next available Note Type ID number will be auto-populated.

•     Active: Check the Active check box to enable the Note Type to be available for use in ResCenter.

4.  Click Save. The Patron account note type successfully added message is displayed.