You can add comments to a sales order while on the order's Body tab. 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 to display the OE Comment Maintenance window.
In the OrderComment field, press F10 and select a comment type. Alternatively, to create a new comment type, select File > New and enter a new description when prompted.
For each area, in the Display Allowed column, select the check box if you want to display or print the comment.
For example, to make the comment visible in sales order entry, select the check box adjacent to SOE. To make the comment print on sales order entry forms, select the check box adjacent to SOE Printing.
In the Entry Allowed column, select a check box to enable entry and editing of the comment. For example, to make the comment available for editing from Sales Order Entry, select the check box adjacent to Sales Order Entry.
In the Header Comment field, enter text that always displays above the comment itself as an introduction. 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**."
Use the Display Comment in Vendor Matrix Selection Screen check box if you want your comments to display in the Vendor Matrix Selection window.
Note:The Vendor Matrix Selection window displays through Purchase Order Entry when the system finds multiple matrix references and requires the user to select a matrix to use for processing the purchase order.
Use menu options, as needed.
To... | Use this menu option... |
copy an existing comment type, so you can reuse its settings | Edit > 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. |
permanently delete the current comment type | File > Delete Confirm when prompted. Any existing comments of the deleted type are kept on the orders, but re-categorized as a General Comment. You can re-categorize a comment type in the Comments window. |
rename the current comment type | Edit > Change Description |
See Also: