Insert comments - Documents
Comments are additional information which can be entered when processing documents. This additional information will be printed on layout files for sales documents (e.g. Invoices, Credit note and Estimate) and purchase documents (e.g. Purchases, Supplier returns and Orders).
Information entered in comments can be used to find and track specific invoices, etc.
To insert a comment in a document:
1.Select the row or line directly underneath the item for which you wish to insert a comment.
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If you have any other items below the selected line or row, which you wish to keep, it is recommended that you click on the ^N:Insert icon, or press the Ctrl + N keys to insert a line or row before you change the selected line to a comment. |
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You should note that if any information or an item is displayed in a selected line, that information would be lost for the selected line or row. |
2.Click on the F9:Comment icon. The following screen is displayed directly underneath the selected inventory transaction: 
3.Enter the comment for the inventory item, or transaction, and click on the OK button. The comment will be transferred into the selected line or row and will display as follows on the Document entry screen:
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You may also click on the + (before inventory item code) to add a remark (additional information) for a inventory item. This remark will also be printed before the comment (if added) on document layout files. |
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•Comments entered in document lines are searchable. •Remarks is not searchable. |
4.Press the Enter key on your keyboard to proceed to the next line or row.
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Although the full comment is not displayed on the comment line or row, it will be displayed as entered on the printed document (transaction section). For example; |
5.You may proceed to select any further items and add comments for the customer or vendor. If you are finished, click on the Esc key on your keyboard to exit (close) the Inventory item lookup screen, and to return to the Document list screen.
Should you for example, enter a serial number in the comment of a document, you may locate it on the Search - Investigator screen. To do this:
1.On the Action ribbon, select Search (Ctrl + F3). The Investigator screen will be displayed.
2.Enter the serial number.
3.Click on the Search now button.
4.The sales document (e.g. Invoices, Credit note or Estimate) and purchase documents (e.g. Purchases, Supplier returns or Orders) containing that serial number will be listed. To display the selected document, simply double-click on it.
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