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How to: 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.

Caution noteCaution

You cannot delete annotations.

  • To annotate transactions that you created, you must have permission to access the Explorer functional area.

  • 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

  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 either Version Management or Explorer.

  4. From the menu bar, point to Review and click Transactions.

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

  6. Scroll down until you can view the Transaction Annotations pane.

  7. In the Annotation box, type your annotation.

  8. Click Save annotation.

To view a transaction annotation, from the menu bar, point to Review and click Transactions. In the Transactions pane, click the row in the grid for the transaction with an annotation you want to view. The annotation is displayed in the Transaction Annotations pane.

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