To create and enable comment types in order entry:You can add comments to sales orders using the Comment hot key on an order's Body screen. This lets you personalize the orders with special product or order information.
Before comments can be selected in order entry, you must create the comment types, and enable their use within the desired areas of order entry. For instance, you can make a certain type of comment available in Sales Order Entry, but not in Purchase Order Entry or Transfer Order Entry.
Specify each order entry area that the comment type can be displayed in. Also specify where the comment type is available for entry.
To create and enable comment types in order entry:
From the System > System Files menu, select Order Entry Comments Maintenance.
In the Comment Type field, press F10 and select a comment type. Alternatively, select the option to create a New comment type, then enter a new description when prompted.
In the Areas Displayed area, enter a Y to display or print the comment. For example, to make the comment visible in sales order entry, enter a Y adjacent to SOE. To make the comment print on sales order entry forms, enter a Y adjacent to SOE Printing.
In the Entry Allowed area, enter a Y to enable entry and editing of the comment. For example, to make the comment available in sales order entry, enter a Y adjacent to SOE.
Use hot keys as needed. For example, use the Comment Header hot key to enter text that always displays above the comment as an introduction.
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To... |
Use this hot key... |
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copy an existing comment type, so you can reuse its settings |
Copy When prompted, enter a new description for the copy. Then customize the copy as needed. Note: You cannot give a copied comment type the same name as an existing standard comment. |
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permanently delete the current comment type |
Delete Confirm when prompted. Any existing comments of the deleted type are kept on the orders, but re-categorized as a General Comment. Use the Change Type hot key on the Comments screen to re-categorize as a different type. |
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rename the current comment type |
Change Description |
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enter information that displays above the comment itself |
Comment Header Use to separate and identify the comment that follows. On an order, this text signals the beginning of the comment and what it pertains to. For example with a replacement product description comment, you could enter a header that always reads, "** Replacement Description**." |
Press Esc to save the comment type, and again to close the screen.
See Also: