Data entry notes

Introduction

Values inserted during data entry activities may require a short description. This may, for example, help the person responsible for approving the data to better understand the values that have been inserted. This type of explanation can be inserted in the form of a note. Notes can be either visible or hidden in the form, based on what is specified by the options related to comments in the general configuration settings; Display data entry comments in reports navigation” can be particularly useful for the person responsible for approving the data (see the ).

Notes can only be managed on scenarios/periods that are not stored offline and are visible to the user.

Activities Log

When the Save data in form incrementally option is enabled in the process’s gross and IC amount rules, in the data entry from form step a row is created every time the data is edited, whenever the user saves the form (see Amount & Intercompany rules page). The system behaves in the same way for notes: both the content of the notes and the activity carried out on them is logged.