This screen allows you to:
Set up category codes, a description and status of your notes throughout the system.
Before you begin:
Choose Control File from the Files Menu. Then select Notes Information. Then select [Screen 2] at the bottom of the screen
Unit categories valid for unit inventory:
Enter the category of unit note to display automatically when in the unit inventory file.
Unit invent. cat. for entered WO ’s:
Enter the category of unit note that is assigned to the unit inventory file to display when a Work order is entered
Unit invent. cat. for assigned WO ’s:
Enter the category of unit note that is assigned to the unit inventory file to display when a Work order is assigned
Unit invent. cat. for view WO ’s:
Enter the category of unit note that is assigned to the unit inventory file to display when a Work order is being viewed.
Unit categories. to show for resv ’s:
Enter what type of unit notes by category to show when viewing a reservation.
Mail categories to show for resv ’s:
Enter what type of mail file note category to show when viewing a reservation. Creating a DNR category for "Do Not Rent" in the mail file would be assigned here. When a guest is a bad renter, a note is created on their mail record. That note will display in reservations when a reservation is booked with their name using that mail record, if the category is assigned here.
Unit cat to show at file maint:
Enter what type of notes by category to display automatically in the Unit file. This will cause a note associated with a unit to pop when the unit record is retrieved in the Unit file.
Mail cat to show at file maint:
Enter what type of notes by category to display automatically in the Mail file. This will cause a note associated with a mail record to pop when that record is retrieved in the mail file.
Resv. cats to show at pay received:
Enter what type of reservation notes by category to display on the payment received screen. An entry hear would cause a note to pop if it was attached to the reservation to which you were applying the payment and it had the category assigned here.
Unit notes to show at unit clean:
Enter what type of unit notes to display when on the unit clean status screen.
Resv cats to print on resv confirm:
If you want notes to print on the reservation confirmation, enter the reservation note category.
Unit cats to print on arrival listing:
Enter the note category of the kind of notes you would like to print on the arrival listing. You may choose from a list of categories when creating the arrival listing report.
Unit cats to print on departure listing:
Enter the note category of the kind of notes you would like to print on the departure listing. You may choose from a list of categories when creating the departure listing report.
Resv cats to print on arrival listing:
Enter the note category of the kind of notes you would like to print on the arrival listing. You may choose from a list of categories when creating the arrival listing report, print all or do not print.
Resv cats to print on departure listing:
Enter the note category of the kind of notes you would like to print on the departure listing. You may choose from a list of categories when creating the departure listing report.
System cats to show first time a main menu:
Enter the category of note you would like to display when first logging into the system. The note summary will display on the welcome screen.
Resv category to print on tee time request form:
Typically this category would be called golf. This category would allow you to print golf notes on the tee time request form.