Adding Comments to Sales Orders

You can add two types of comments to an order, as follows:

Comment Type

How Used

Line item-level

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.

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.

Order-level

Adding a comment from a blank line attaches it to the order as a whole, not to a specific line item on the order. 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 screen.
With the cursor on the line item, use the Comment hot key to display the Comments screen.
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 text field.
add a standard comment to an existing description	use the Standard Cmts hot key, select a comment from the list, and press Enter to add the comment to the text field. Edit the information, as needed. Note: Authorized users can create additional standard comments using the Line Item Standard Comments control maintenance record.
replace or embellish the product description	use the Replace Desc hot key to change the Comment Type field to Replacement Description and add the current description to the text field. Add or edit information, as needed.

To change the current comment type and remove all text currently in the text field, use the Change Type hot key. At the prompt, select the new comment type and press Enter. Type the new comment.

If you replaced the description but did not press Esc before changing the type, the description returns to the previous product description.

Note: Only general comments display to users in Web Commerce.

Press Esc to replace the product description or add the comment to the line beneath the product description. If you replaced the description, a ^ (caret) displays in front of the new one.

To remove a comment from a product:

Create or open a sales order and display the order's Body screen.
Select the product line item and use the Comment hot key to display the Comments screen.
Delete the entire comment.
Press Esc to save your changes.

To add a comment to an order:

Create or open a sales order and display the order's Body screen.
Select a line item and press Alt-Insert to add a line above it, or press Shift+End to select the blank line at the end of the order.

Note: To remove a line, press Alt-Delete.

Use the Comment hot key to display the Comments screen.
Use the Change Type hot key to select a comment type, if needed.
Enter the comment in the text field or add a standard comment.
Press Esc to add the comment to the order. An order comment is identified by an asterisk (*) and prints on forms for all generations on the order.

To remove a comment from an order:

Create or open a sales order and display the order's Body screen.
Select the line item comment.
Press Alt-Delete to remove the line and the comment.