Transfer Comments from Master Data to Documents
Setup¶
In the Convenient Comments Setup you can define whether you want to transfer comments that are added on the master data to the documents:
You can define this for the following master data:
- Customers
- Vendors
- Items
- Resources
- G/L accounts
Usage¶
For customer- and vendor comments, the comments will be transferred to the header of the document. For instance:
When you create an order for this customer with the setting above enabled, the comment will be transferred to the sales order:
The following transfer functionality is implemented (for each respective setting):
When the setting is Yes, the comment lines of the Item are copied to:
- Sales Lines
- Purchase Lines
- Assembly Lines / Assembly Header (depending on where the item is used)
- Production Header / Line, BOM line (depending on where the item is used)
- Service Lines
- Job Planning Lines
When the setting is Yes, the comment lines of the Resource are copied to:
- Sales Lines
- Purchase Lines
- Assembly Lines
- Service Lines
- Job Planning Lines
When the setting is Yes, the comment lines of the Customer are copied to:
- Sales Header
- Service Header
- Job
When the setting is Yes, the comment lines of the Vendor are copied to:
- Purchase Lines
When the setting is Yes, the comment lines of the G/L account are copied to:
- Sales Lines
- Purchase Lines
- Service Lines
- Job Planning Lines