Oracle Notes is a CRM Foundation component which comes with a set of predefined Oracle Advanced Collections note types. You can choose whether or not you want to use the predefined set of note types. You can also create customized note types of your own.

Notes created in Advanced Collections are always associated to the organization and person, if identified. Additionally, notes can be associated with other objects related to the activity during which they were created, such as a payment, a dispute, or a promise to pay.

Note Types

• Collections Account

• Collections Adjustment

• Collections Bankruptcy

• Collections Bill To

• Collections Cases

• Collections Delinquency

• Collections Dispute

• Collections Dunning

• Collections Invoices

• Collections Leasing Contract

• Collections Leasing Invoice

• Collections Litigation

• Collections Payment

• Collections Payment Reversal

• Collections Promise to Pay

• Collections Repossession

• Collections Writeoff

   Adding Note Types:

1. Using the CRM Administrator responsibility, navigate to the Application Object Library: Note Types Lookups window.

2. Define the code, meaning, and description as desired. You are only required to define a tag for a new, customized note type.

3. Save the record when you are finished.

   Disabling an Existing Note Type:

Assign an end date to an existing note type to disable it.

   Mapping Note Types to a Source:

When you map a note type to a source object, you limit the visible note types for that source to the defined subset of note types.

See also: Implementing Notes, Oracle Common Application Calendar Implementation Guide.