Layered Takeoffs Training Guide - Version 3 Home | Best Practices | Appendix | Full Training Guide    
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2.14 Best Practices
Instructions on how to add notes to purchase orders. There are 3 note mechanisms.


2.14 Best Practices
Mechanism Action
1. Add a note to a takeoff: filling out the note field beside takeoff record does this.It is often used to assist the vendor with the takeoff (e.g. if the takeoff says "30 feet of handrail", the note might say "2 of 10 foot lengths, 2 of 5 foot lengths").

To do so, open Maintain Takeoffs application, select a takeoff type from the Select a Takeoff Entity Type drop down list and click .

Scroll down to the bottom of the page and click on the Add/Update Items/Notes link.

You can now view and update PO notes.
2. Within a junction, one can use the note mechanism at the bottom of the page. This allows you to attach a note to a specific cost type within the scope of the junction, without fake items. These notes are setup in advance with Maintain PO Notes application.

To do so, open Maintain Takeoffs application, select a takeoff type from the Select a Takeoff Entity Type drop down list and click .

Click on the Add a new Purchase Order Note link to add new PO notes.

Fill out PO Notes for Junction section of the form and click .
3. Notes setup in Maintain PO Notes application can also be assigned to show on POs regardless of cost type for specific Finish outs and/or Projects and/or Baseplans.

To do so, open Maintain PO Notes application. Enter a PO note in the Enter an Existing PO Note input field and click .

Next click on the button.

Select appropriate note usage and click .
Updated August 6, 2014