Defining Customer Comments

In this procedure, you will learn how to add comments about a customer or transactions. There are four options to display these comments:

  • Display comment

  • Print comment

  • Both display and print comment

  • Order entry forms

To define a customer comment

  1. Access Comments (AR17.1).
  2. Add single or multiple comments to a customer or transactions. If there are multiple comments for each line, an asterisk will show in the Mult column. Use the following guidelines to enter field values:
    Comment Type

    Required. Select the type of comment you want.

    C = Customer comment

    O = Order Entry comment

    T = Transaction comment

    Transaction

    If you are creating a "T" type comment, select the transaction type and number. If you are creating a "C" or "O" type comment, leave this field blank.

    Payment

    If you are creating a "T" type comment, enter a payment number. If you are creating a "C" or "O" type comment, leave this field blank.

    Beg Dt (Beginning Date)

    Type the date the comment becomes valid. If left blank, the system date defaults.

    End Dt (Ending Date)

    Type the last date the comment is valid. If left blank, the system adds 14 days to the beginning date.

    Note: When the date range tied to comments expires, the comments only display on line in the Comments (AR17.1)
    Prt (Print)

    Select how you want the comment to display.

    • "B"oth print and display

    • "P"rint

    • "D"isplay

    • "R" Order entry forms

      Note: Select B, if the comment is for a specific transaction.

      Select R if the comment is for an order.

    Cmt (Comment)

    Select a comment attachment.

  3. Optional. Click the Review button to open Review (AR17.2). Define credit review dates for the customer and the national account.
  4. Optional. Click the Dunning button to open Dunning (AR17.3). Select a dunning text to print dunning notices in the language preferred by the customer.

Related Reports and Inquiries

To Use
List comments Comments Listing (AR217)