PBI 230073 - Setup Comments for Sales Documents

What

Comments for Sales Documents

What

As a sales manager I want to be able to add comments on a Sales Order. I also want to be able to see comments from the customer on a Sales Order. As a logistic manager I want to be able to register specific instructions on a picklist or delivery note, per customer, or even per order. As a finance manager I may need to print specific references on an invoice, for a customer, or for an invoice.

How

Setup:

  • Comment Types: Create Comment types per Document Type (Sales). Select all the fields that are applicable per Comment Type.
  • Comment Codes: Create Comment codes. Fill in the Comment Type, Code and Description. Select all the fields that are applicable per Comment Type.
  • Add comments on the Customer Card

Flow:

  1. Choose the search icon, enter Sales Order and then choose the related link.
  2. Select a Customer. The Comments that are linked to this customer will be added to the Sales Order.
  3. If desired, you can add manually comments to the Sales Order.
  4. In the factbox Comments choose the New action.
  5. Specify the comment type and comment code.
  6. Enable the Print on Delivery Note.
  7. Add a Comment Note.
  8. Create the Warehouse Shipment.
  9. If desired, you can add manually comments to the Warehouse Shipment. Same action as step 3.
  10. Post the Warehouse Shipment.
  11. Check if the comments are copied to the Posted Sales Shipment.
  12. Post the Invoice.
  13. Check if the comments are copied to the Posted Sales Invoice.