TapeTrack Documentation

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--- master:journal_entry:add-journal-entry [2026/08/19 04:35] – Scott Cunliffe
+++ master:journal_entry:add-journal-entry [2026/08/19 05:03] (current) – [Adding a Journal Entry Through TapeMaster] Scott Cunliffe
@@ Line 23: / Line 23: @@
 Each Journal Note Type has:
-  * An Index.
+  * An Index: Value used by the Billing Rules.
-  * A Description.
+  * A Description: Readable value presented to the user.
-The Index is the value used by the Billing Rules.
+{{master_journal_note_types.png}}
-The Description is the readable value presented to the user.
+<WRAP important>
+Once a Journal Note Type is used for billing, do not reuse its Index for a different service. Changing the meaning of an existing Index may cause historical and current activity to be billed incorrectly.
+</WRAP>
+===== Adding Journal Note Types to Server Options =====
+Journal Note Types are configured globally through TapeTrack TapeMaster.
+To add a Journal Note Type:
+  * Open TapeTrack TapeMaster.
+  * Select ''Administration'' → ''Server Options'' from the main menu.
+  * Select the ''Journal Note Types'' tab.
+  * Locate the next unused Index.
+  * Click in the Description field next to the required Index.
+  * Enter a clear description for the Journal Note Type.
+  * Repeat the process for any additional types.
+  * Click ''Save'' to commit the changes to the Framework Server.
 Example:
 ^ Index ^ Description ^
-| ''00001'' | Express Delivery |
+| ''01'' | Express Delivery |
-| ''00002'' | Overnight Delivery |
+| ''02'' | Overnight Delivery |
-| ''00003'' | Immediate Delivery |
+| ''03'' | Immediate Delivery |
-<WRAP important>
-Once a Journal Note Type is used for billing, do not reuse its Index for a different service. Changing the meaning of an existing Index may cause historical and current activity to be billed incorrectly.
+<WRAP note>
+Journal Note Types are global Server Options. The same Index and Description may be available for multiple Customers, but the Billing Rules determine which Customers are charged for each type.
 </WRAP>
+===== Adding a Journal Entry Through TapeMaster =====
+TapeMaster allows a Journal Entry to be added directly to a Customer.
+To add an entry:
+  * Locate the required Customer in the Customer Tree.
+  * Right-click the required Customer node.
+  * Select ''Add Journal Entry'' to open Add Journal Entry popup.
+  * From the Type field drop down, select the required Journal Note Type.
+  * Enter the quantity, and description.
+  * Click ''OK'' to commit the data.
+The Framework Server writes the entry to the Customer's Journal activity.
+{{tag> journal billing}}