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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 Note

You cannot delete annotations.

  • 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.

  • 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

  1. On the Master Data Manager home page, from the Model list, select a model.

  2. From the Version list, select a version.

  3. Click Explorer.

  4. From the menu bar, point to Entities and click the entity that contains the member with a transaction you want to annotate.

  5. In the grid, click the row of the member.

  6. Click View Transactions.

  7. In the View Transactions dialog box, click the transaction you want to annotate.

  8. In the box at the bottom of the dialog box, type your annotation.

  9. Click Add Annotation. The annotation is displayed in the Annotations pane.

To annotate a transaction in Version Management (administrators only)

  1. On the Master Data Manager home page, click Version Management.

  2. On the menu bar, click Transactions.

  3. In the Transactions pane, click the row in the grid for the transaction you want to annotate.

  4. In the Transaction Annotations pane, in the Annotation box, type your annotation.

  5. Click OK.

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