Standard Comments by Branch and Field Label
Standard Comments make it fast and easy for Users to select pre-created comments throughout the system. Choosing standard comments eliminates the re-typing of common messages and helps create continuity in messaging throughout the company.
You can now limit standard comments by Branch and/or Field Label. This makes it easy to pick from a smaller list of comments.
There are currently 79 different Field Labels that can be selected. Example comments available for a PO Line Comment or PPO Line Comment might be “This line must ship complete” or “All boxes must be labeled”. Example comments for an Order Line Quote Comment might be “Quoted Price good for 14 Days” or “Based on Availability”.
Branch Setup
If you have Branches and would like to limit the standard comments to particular branches you first need to change a flag in Enter & Edit Branches. You will change each branch that you would like to limit. On screen 2 change the flag – Standard Comment Branch Filter to Yes, see below. When this flag is the default setting of No, all branches can select all standard comments.
User Setup
By default, all Users can select any standard comment based on the flag below. This flag is on the bottom of the screen of General User Flags. Found under Edit on the Toolbar and then General Flags. Users that would like to be limited to the standard comments related to specific comment fields need to change this flag to Related to Field Label.
Standard Comment Setup
When the Standard Comments Logic flag above is set to Related to Field Label, users will be limited to those standard comments specifically related to the comment field they are using. This relationship is set up in Enter & Edit Standard Comments which is located in the menu below. Note - any standard comments not related to a comment field will be available for all field labels.
Accounts Receivable System
A/R File Maintenance
Customer Misc. Maintenance
Enter & Edit Standard Comments
Below is a standard comment that can be used for PO and PPO Line Comments for Branches C and E only. These selections were made under Options on the Right. Field Labels and Branch Filters.
Under Field Labels you can choose from all possible fields by simply going into a New Line. The Fields labels are listed alphabetically; some are shown below.
If you have branches and would like to specify field labels you can choose from any active branches.