To add comments and notes:Use comment and note screens to enter reminders or to explain a transaction. On some comment and note screens, you can select from a list of pre-defined remarks. On others, you must enter your own remark.
Usually, you access a comment or note screen by using a hot key. Certain fields display comment or note screens automatically. For example:
After changing a customer record, a comment or note screen may appear prompting you to enter a reason for the change. Enter concise remarks that explain the change to coworkers.
When entering an order, a comment or note screen may appear prompting you to enter delivery instructions. Enter shipping instructions to alert delivery people to special delivery times or locations.
When you enter remarks on comment or note screens, keep in mind the following:
Comments can display on printed forms, such as acknowledgements, pick tickets, and invoices. For example, use comments for special information you want your customer to see.
Internal notes do not display on printed forms. For example, use internal notes to share additional transaction information among your coworkers.
An asterisk (*) indicates that remarks are attached to a transaction or record. Display the remarks by using the same hot key you used to create the remarks.
To add comments and notes:
Use a comments or notes hot key to display the comment or note screen.
A comment or note screen may display automatically from certain fields.
Type your remarks.
Press Esc to save your comments or notes.
See Also:
Adding Notes and Instructions to Purchase Orders