Update Order Comments

(Sales Order Comments)

Access

On-line comment tracking is an audit system that automatically tracks the entry and deletion of sales orders. After initial entry, you can add comments manually to each order.  You also have the option to track changes to selected fields.  Comments are displayed in date and time sequence.  

 You cannot edit comments if accessing the "View" version of this routine.

Each comment generated consists of

• the date and time generated,

• the operator's initials,

• automatic, system-generated comments, for example, "order created", "order deleted", etc.,

• optional field change comments: field name, field contents before change, and field contents after change (the tracking of these types of comments is controlled by settings in the Track Processing Activity routine), and

• manually entered comments.

If you delete or change orders during the session in which they were initially entered and have not saved your entries, that activity is not tracked. The entries/orders must have been saved in order for the system to track your changes/deletions.

Customer CodeEnter the customer code whose order comments you want to access. If the customer number is not known, you can skip this field and enter the order number at the Sales Order field. If you click on the Search button, you access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code.

OrderEnter the number of the order whose comments you want to view/update.  If you click on the Search button, the View a Customer's Open Transactions appears from which you can select an order.

Update CommentsTo add new comments to the existing record, check the box to activate the Comments Entry text box.  This field is not active if accessing via a "View" version of this routine.  

CommentsOnce the Sales Order number has been selected, previously entered (manual or system-generated) comments for this order display.

You cannot edit this field if accessing via the "View" version of this routine.  

Send Output toThis field indicates the output destination of this report. To select a different output option, use the Output Settings option from the Actions menu.      

Export PathThis field indicates the computer path (drive, folder, file name) to which the report output will be sent. To select a different path, use the Output Settings option from the Actions menu.