Product Notes on the Document Detail

Counter Menu -> Delivery & Pickups -> Delivery/Pickup Dispatch -> Delivery/Pickup/Document Details -> NOTES button -> Product Notes on the Document Detail (view only)

Multiple lines of notes relating to a rental or sales product on a specific document can be viewed in the window.
Additional notes can be added.

A print option is provided so that each comment line can be flagged to print on the document below the specific product, or to be maintained internally and not printed on the document.

These notes can be accessed on the document in the window on the product Quantity , and also in the expanded detail record in the Notes field.

Note: The Prompt for Contract Detailed Notes setting in the "Document Settings" of the Divisional Contract Parameters controls whether this product detail notes window opens automatically for Rentals, Sales, both, or neither, on the Counter Worksheet.

Sales Order Product Notes:

Additional print options are provided for products on a Sales Order.
Select one of the following print options from the drop-down box:

• Y (Yes) to print on the Sales Order, Order Invoice, and also on the Purchase Order if applicable.
• N (No) to suppress printing on any document, although the notes will be converted to the Order Invoice details and will be viewable in the product notes window.
• P (Purchase Order) to print only on the P.O. and not on the Order or Order Invoice.
• S (Sales Order) to print only on the Sales Order and Order Invoice, and not on the associated Purchase Order.

Note: Notes flagged to print on the Purchase Order by the codes 'P' and 'Y' will not be viewable on the P.O. but they will be picked up from the order to print on the P.O.
Refer to Purchase Order from Sales Order Overview for details on this feature.