Line comments are like notes, only linked specifically to one line item on one order. Comments can be added to lines items of all order types including: Quotes, Stock Orders, Direct Orders, Returns, Purchase Orders and Warehouse Transfers.
Comments can be internal (not printed) or external (printed). If the line is removed from the quote/order, PO, or Transfer the comment is removed too.
Comment Editing, Adding and Deleting can happen in:
Order Entry (OEET), Warehouse Transfer Entry (WTET), Purchase Order Entry (POET)
Order Inquiry (OEIO), Purchase Order Inquiry (POIP), Warehouse Transfer Inquiry (WTIT)
Order Shipping (OEES), Purchase Order Receiving (POEI)
*Sales/Quotes have to be in the Entered, Ordered or Picked stage to work the line comments from OEET or OEES.
*Warehouse Transfers have to be in the Requested, Ordered, or Picked Stage to work the line comments from WTET.
*Purchase Orders cannot be received to work the line comments from POET.
Line Comments can also be managed in OEIO, POIP, WTIT - regardless of order stage.
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
In Advanced Line Entry with the item on display, click <COMMENTS> at the bottom right. This can be done when the items is initially added or after it has been added and/or maintained.
Enter the Line Comment in the Comment text box(s). The note is freeform text and will appear as typed. Enter a Printed comment (top comment box), an Internal comment (Bottom comment box) or both.
Click <SAVE>for the note(s) entered.
To leave the comments screen click on the <Left Arrow> in the Upper LH corner.
To access comments from OEIO and OEES.
From the Line items, Click the <ARROW> next to the line for the Comment Entry/Adjustment
Navigation is the same as already detailed.