Further Information on Notes 

Notes for the Treasury Business Partner

In the notes for the Treasury Business Partner, you determine the text types of a text object using note IDs. You define these note IDs as role-independent in the IMG activity Define General Text ID. To specify role note types, process the activity Define Text ID for Roles. To use the role note types, assign the required text IDs to the business partner roles in the IMG activity Assign Text ID to Roles.

Notes for the SAP Business Partner

You process notes for the SAP Business Partner using note views. These note views contain both role-dependent and role-independent entries.

You can also determine the text types for a text object in the note views using text IDs. In the IMG activity Define Note Views, you can assign note view names and text objects to these text IDs, thus providing an overall definition for the note view. In the IMG activity Assignment of Note Views to Role, you determine which roles are assigned to which role-specific note views. This assignment allows you to process notes according to the role. For the SAP Business Partner, you make this assignment for application object BUPA (central business partner).

When you name the note views, you need to note the following:

You define both role-dependent and role-independent note views in the IMG activity Define Note Views.

In order to distinguish clearly between role-dependent note views, we suggest you use the following naming convention: You should be able to recognize the SAP Business Partner role to be assigned to the note view in the name of the note view. Name the role-dependent note views using the character string “TR + role”, for example TR0151 for the note view to be processed dependent on the role counterparty (TR0151).