Document Comments

Counter Menu -> Counter Worksheet Details / Contract Details -> Product # window -> Comments option -> Document Comments

Counter Menu -> Counter Worksheet Details / Contract Details / Reservations -> Summary and Totals -> Comments window -> Document Comments

Order Entry Menu -> Sales Order Details -> Summary and Totals -> Comments window -> Document Comments

Counter Menu -> Reservations -> Additional window -> Comments window -> Document Comments

Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> Delivery/Pickup/Document Details -> COMMENTS button -> Document Comments (view only)

Counter Menu -> -> Delivery & Pickups -> Delivery Console -> Close Delivery Ticket -> Comments window -> Document Comments

Counter Menu -> Off Rentals by Contract -> Comments window -> Document Comments

Counter Menu -> -> Cylinder Transactions -> Cylinder Entry -> Comments window -> Document Comments

Work Order Menu -> Work Orders -> Comments window -> Document Comments

Utilities Menu -> Counter -> Update Rental Periods -> Change Contract Date Out/Date Dues -> Comments window -> Document Comments

System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Division Parameters -> Printing Parameters -> Contract Comments Required -> Configure icon window -> Document Comments

Multiple lines of general comments relating to the document can be entered in the window.
A print option is provided so that each comment line can be flagged to print on the document, or to be maintained internally and not printed.

When Descartes - On Demand and/or WinRoute are activated in Logistics an additional Driver flag can be checked to identify note detail lines that apply only to the Descartes Delivery and Pickup Tickets for this Site.
Only Detail lines flagged for the Driver are then submitted to On Demand and WinRoute.
Detail lines flagged for the Driver do not print on the Quote, Reservations or Contracts.

Some comments are generated automatically to print on the document, such as Seasonal Billing, Loyalty Plan descriptions, and Discount notes.
When a billing Invoice with a source document such as a Contract is deleted, a Comment is also automatically written to the source document to note the deleted invoice but the Comment default Print flag is NO.
These comments can be modified, or removed, or the print flag can be changed.
Additional comments can be added manually or standard Marketing comments can be selected.

Note: This window is sometimes "view only" such as when it is called from the Delivery/Pickup/Document Details screens.

Click on the MARKETING button to add a marketing message to the comments, as defined in the Select Marketing Codes.
The marketing message is up to four lines long and is useful for a seasonal greeting or to advertise a promotion.
On the standard document, marketing comment lines print after the document comments/notes and before the product details.

These notes can be accessed on the document header, and also in the totals summary screen of the document.

Work Order Comments:

Notes related to the Work Order can be entered to describe the job completed in addition to the Labor description or any standard comments selected through the Marketing Codes.

If Prompt For Maintenance Codes On Work Order Details is activated in Company Estimate and W.O. Parameters, the W.O. comments are always sorted together by Repair Code, as entered in W.O. Comments By Repair Code.

If the Add Site Comments To Work Orders flag is set for the document division in the Divisional Work Order Parameters, comments associated with the Site Information can be included on the Work Order and the resulting W.O. Invoice.
The comments will be given a blank Maintenance Code.

Note: Site Comments will need to be removed manually if the site on the W.O. is changed.