Comments on orders can be useful for those fulfilling the order or performing the work order steps: line item comments, order-level comments, and process-level comments.
Add information to a line item in the process, if needed. You can also add comments that are unattached to the line items and saved at the order level. For example, you can thank your customers for purchasing with you and include any return information they may need that pertains to work orders, such as Circuit boards are not returnable after 30 days. In addition, you can add comments at the work order process level. These comments display immediately below the Process and Vendor fields in the Process Information area. They also display on reports.
Standard comments are defined in the
Enter or open a work order.
Right-click and select Comment to display the Line Item Comments window.
Select a type of comment from the Comment Type area and type the comment in the Comments area.
The comment displays immediately below the line item's product description.
Note: Standard comments auto-populate the Comments area. You can modify the comment, if needed, to customize it for the work order. Depending on your system setup, your comment may display under the process.
Adding a comment to an entire work order:
Enter or open a work order.
From the Step Detail menu, select Comment to display the Line Item Comments window.
Select a type of comment from the Comment Type area and type the comment in the Comments area.
The system displays the comment on its own line. This comment displays on the order's invoice.
Adding a comment to a work order process:
Enter or open a work order.
From the Step Detail menu, select Process Comment to display the Comments window.
Enter the comment you want to keep with the work order process.
From the File menu, select Save and then Exit.
The comment displays immediately below the Process and Vendor fields in the Process Information area. They also display on reports.
If you have the
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