Adding Comments to Sales Orders

You can add two types of comments to an order. Using a line item-specific comment, you might alert the customer to a special order requirement or important product information. Comments print on forms such as acknowledgments, pick tickets, and invoices. Adding a comment at the order level from a blank line attaches it to the order as a whole, not to a specific line item on the order.

Comment Type

How Used

line item-level

Depending on your company's setup, you can choose from different types of comments, such as a general comment or replacement description.

Authorized users can add comment types in Order Entry Comment Type Maintenance and use the Line Item Standard Comments control maintenance record to add standard comments.

Note: Line item comments are limited to 35 characters.

order-level

An order-level comment prints on all sales documents with all order generations.

To add a comment to a product:

Create or open a sales order and display the order's Body tab.
With the cursor on the line item, select Line Item > Comment to display the Line Item Comments window.
Do one of the following things:

If you want to...	Then...
add a free-form comment to an existing description	type the comment in the Comment box. Save your changes and exit the window.
add a standard comment to an existing description	in the Comment Types box, click the comment you want to include. Its text displays in the Comment box. Edit the text, if needed, and then save your changes and exit the window. Authorized users can create additional standard comments using the Line Item Standard Commentscontrol maintenance record. Only general comments display to users in Web Commerce.
replace or change the product description	in the Comment Types box, click ReplacementDescription. The current product description displays in the Comment box. Edit the text, as needed, and then save your changes and exit the window. Note: You must have the OE.PRODUCT.DESC.OVRD authorization key to change the replacement description. This authorization key validates on the price line. The users must have this key assigned and the product they are trying to update the replacement description for must also be in a price line listed in this authorization key.

Review the line item to ensure the comment text is correct. If you used a replacement description, a ^ symbol displays in front of the line item.

To remove a comment from a product:

Create or open a sales order and display the order's Body tab.
With the cursor on the line item, select Line Item > Comment to display the Line Item Comments window.
In the Comment box, Its text displays in the Comment box. Edit the text, if needed, and then save your changes and exit the window.
Save your changes and exit the window. The comment is removed from the line item.

Note: Deleting comment text also restores a product's default description if you have previously entered a replacement description.

To add a comment to an order:

Create or open a sales order and display the order's Body tab.
Move the cursor to a blank line at the end of the order.

Select Line Item > Comment to display the Line Item Comments window.
Do either of the following:

In the Comment box, enter the order-level comment you want to include.
In the Comment Types box, click the type of comment you want to include. Its text displays in the Comment box. Edit the text, if needed, and then save your changes and exit the window.

Review the order-level comment to ensure the comment text is correct. The order-level comment is denoted by an asterisk (*) in the Qty/Unit column.

To remove a comment from an order:

Create or open a sales order and display the order's Body tab.
Move the cursor to the line that contains the order-level comment.

Press Alt-Delete to remove the order-level comment.