Creating a new note reason based on an existing one

You can create a new note reason that is based on an existing one.

About this task

To create a new note reason based on an existing one:

Procedure

  1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Note Reasons. The Note Reasons window displays in the work area.
  2. Select the applicable note reason and choose the Save As icon. The Note Reason Details window displays.
  3. Enter information in the applicable fields.
  4. Choose the Save icon.