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This article documents how to setup and utilize Customer Comment, Standard Comment and Order comment.

 

  1. Customer Comment
  2. Standard Comment 
  3. Order Comment
  4. Reports


Customer Comment

  1. Navigate to Master > Sales > Customer > Profile > Comments.

  2. Type in Comment ID.

  3. Select the forms you would like this Customer Comment to be printed on. 

  4. Type in Comments.


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  5. Click Close.

  6. Click Yes.



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Standard Comment

  1. Navigate to Master > Sales > Standard Comment.

  2. Click on the Insert button.

  3. Type in new Comment Code.

  4. Select the forms you would like this Standard Comment to be printed on. 

  5. Type in Standard Comment.


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  6. Click Save.

  7. Click Close.

Order Comment

  1. Navigate to Order > Customer Order > Create new customer order.

  2. Click on Order Comments tab.

  3. Click on Comment drop down. If the Customer Comment & Standard Comment are setup, they will be autopopulated for your selections.

  4. You can select the Customer Comment and/or Standard Comment.

  5. Type = C indicated that this is a Customer Comment.

  6. Type = S indicated that this is a Standard Comment.


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  7. If the Customer Comment & Standard Comment are not being used, you can create a new Comment by start typing in the comment box.

  8. Select which forms you would like this Comment to be printed on.


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  9. Or, you can select 1, 2 or all 3 types of Comments for your order.


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  10. Click Save

  11. Click Close



Reports

 

If you have selected to print comments on Order Confirmation > Navigate to Report Wizards > Order Confirmation > The comments will be printed in the Comments section at the bottom of the Order.

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2. If you have selected to print comments on shipping order > Navigate to Logistics > Logistics Maintenance > Retrieve your order.

 3. Click on Shipping Order button > The same comments will be printed in the Comments section at the bottom of the shipping order.

 

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4. If you have selected to print comments on invoice > once you create invoice for your order > the same comments will be printed in the Comments section at the bottom of the invoice.


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