Adding Comments to Purchase Order Line Items

Use the Purchase Order Entry screen to add comments for individual line items. For example, if you received an over-shipment of items, but have decided to keep the surplus in your inventory, add a comment informing accounts payable to send payment.

The comments added to purchase orders print on the purchase order for the warehouse agent. You can delete a line item comment if needed.

To add a comment for a PO line item:

1. Display the purchase order in edit mode.

2. Place the cursor on the line item for which you want to enter a comment.

3. Use the Comment hot key to display the Comments screen.

4. In the Comment Type field, select the category for the comment you are entering.

5. Do one of the following:

• Use the Standard Cmts hot key to select from a list of pre-defined comments.

• Use the Replace Desc hot key to insert the product description in the comment field.

• Use the Change Type hot key to edit the comment type.

6. Add any additional information needed to the comment.

7. Press Esc to save the comment with the line item.

The comment displays below the product description on the purchase order Body screen.

8. Press Esc to save changes and display the Status screen.

9. Press Esc to exit the Status screen.

To delete a comment for a PO line item:

1. Display the purchase order in edit mode.

2. Place the cursor on the line item for which you want to remove a comment.

3. Use the Comment hot key to display the Comments screen with the current comment.

4. Edit or delete any of the comment you want to change.

5. Press Esc to save the change and return to the purchase order.

See Also:

Purchasing Overview