Annotate a Transaction (Master Data Services)
In Master Data Services, annotate a transaction when you want to provide supporting details about the transaction for historical purposes.
Note
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You cannot delete annotations. |
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To annotate transactions that you created, you must have permission to access the Explorer functional area, and have a minimum of Update permission to the model object you want to annotate.
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To annotate transactions for all users, you must have permission to access the Version Management functional area and be a model administrator. For more information, see Administrators (Master Data Services).
To annotate a transaction in Explorer
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On the Master Data Manager home page, from the Model list, select a model.
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From the Version list, select a version.
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Click Explorer.
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From the menu bar, point to Entities and click the entity that contains the member with a transaction you want to annotate.
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In the grid, click the row of the member.
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Click View Transactions.
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In the View Transactions dialog box, click the transaction you want to annotate.
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In the box at the bottom of the dialog box, type your annotation.
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Click Add Annotation. The annotation is displayed in the Annotations pane.
To annotate a transaction in Version Management (administrators only)
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On the Master Data Manager home page, click Version Management.
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On the menu bar, click Transactions.
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In the Transactions pane, click the row in the grid for the transaction you want to annotate.
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In the Transaction Annotations pane, in the Annotation box, type your annotation.
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Click OK.
