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This screen is used to maintain comments displayed/used throughout the Sales system. Open this screen from Sales | Comment Maintenance.

When applying a comment to a document, the system will look at the existing comment records and use the most specific match. In case the only the Comment Title and Comments are provided, the system will not use it as a default to any transaction but will make it available to the Comments combo list box.

Field Description

Comment Code - This is the unique and system generated ID. This ID is configured on Starting Numbers screen.

Comment Title - Give the comment a title for easy recognition. This detail is required.

Customer - Use this field to assign a comment to a specific Customer. Click the combo box button and select the customer from the list. This detail is optional.

Location - Use this field to assign a comment to a specific Company Location. Click the combo box button and select the location from the list. This detail is optional.

Document Type - Use this field to assign a comment to a specific document type. Click the combo box button and select the document from the list. This detail is optional.

    • Quote - The comment will be displayed on Quote | Comment field.
    • Sales Order - The comment will be displayed on Sales Order | Comment field.
    • Invoice - The comment will be displayed on Invoice | Comment field.
    • Credit Memo - The comment will be displayed on Credit Memo | Comment field.
    • Invoice Footer - The comment will be displayed on Invoice Report | Invoice Footer Comment field.
    • Sales Order Footer - The comment will be displayed on Invoice Report | Sales Order Footer Comment field.
    • Statement Footer - The comment will be displayed on Customer Statements Report | Statement Footer Comment field and Customer Statement Detail Report | Statement Footer Comment field.

Invoice Type - Use this field to assign a comment to a specific sales order or invoice type. The field is enabled for Sales Order and Invoice document type only. This detail is optional.

Comments - This is the text that will actually be displayed on documents if selected. Click the combo box button and select the document from the list. This detail is required.

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