When you have created a sales CR/adj note, you can see additional information about the CR/adj note.

To view additional information about a sales CR/Adj Note

  1. In the Search box, enter Sales CR/Adj Notes, and then choose the related link.

  2. Create the sales CR/adj note and fill in the fields with the relevant information.

  3. On the Navigate tab, in the CR/Adj Note group, choose Card to see the Customer card.

  4. To add a comment to the CR/Adj Note, close the Customer card. In the Sales CR/Adj Note window, on the Navigate tab, in the CR/Adj Note group, choose Comments to enter a comment on the CR/Adj Note.

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