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Karen Wilson
Karen
 1
Master Comments
44
5
00
Posted: Nov 06, 2019   
Votes
Shivakumar Patil
Shivakumar
 29
Replied 

To use a Master Comment, enter a Master Reference in 1.12 Master Comment Maintenance (gpcmmt.p). Then in any comment entry screen, enter this Master Reference and the comments will be pulled in for that transaction. They can be modified or tailored for that particular transaction without updating the 'template' Master Comment. 

 

If the Master Reference is set to the Item Number, the Master Comments set up will default as the transaction comments for that item. For example, Master Comments are set up for Master Reference: ItemA. When a work order is created for ItemA and the comments field is set to Yes, the comments set up in the Master Comments will default as the comments for that work order. Similarly, Master References can be set up for a particular customer or supplier and will automatically default as the header comments on any order for that customer/supplier. 

Multiple Master Comments may be added by using the Reference code, language, type, and page number in 1.12 Master Comment Maintenance (gpcmmt.p). All fields combine to uniquely identify a master comment. All four must be entered to access a particular comment. Comments may be attached to transactions such as sales orders or purchase orders by listing the reference code ,language, type and page number for each sequential page required. Users have the capability to add up to 99 pages of comments, simply by entering the next numerical sequential value in the Page (cd_seq) field.
cmt_seq is the comment page number for the order.
cd_seq is the comment page sequence per Master Reference, language, type.

00
Replied: Nov 06, 2019
Votes
Phill Norrey
Phill
 1226
Replied 

Master Comments are just templates and can be called whatever you want.   there is some logic built into the system so that say when you create aSO the header will try to pull a comment = to the customer.  And the same for the lines.  so if you create a MC with the part number it will pull this in.  Also if you have customers in different countries then you could actually create multiple master comments with the same name but different language codes and the system will pull in the correct one based on the customers settings.  You can also create master comments with generic names and just pull these in as required.  Whatever method you use once it is on the Sales Order or Purchase Order for example it is now a TRANSACTION comment and can be modified just for the one transaction.

00
Replied: Nov 07, 2019
Votes
Karen Wilson
Karen
 1
Replied 

Thanks for the guidance. Just for clarification, in order to have the comments print at the line level, we would need to pull that in. Check comments field and then go pull the appropriate comment for that line. There is no way to have that comment print automatically when we enter that part number? Let me expand this further on the chance that maybe someone knows of a better recourse altogether.

Say there is a customer who buys 10 different part numbers. Depending on which part number they buy, different certs may be required or no cert may be required. Currently there are notes in the master comments for those part numbers that say for example Cert 1 and Cert 3. The rep looks up the part number to find out what certs are required and then while entering the sales order, manually types the required certs in the master comment for the order so that shipping knows which certs to send with the shipment.

It would be less time consuming to have to look up the information and type it in. Since it is already there, just having it print on the order would be more efficient. But if we have to go pull the comment I'm not sure it is a huge time saver than typing it in. Hope that makes sense.

00
Replied: Nov 07, 2019
Votes
Phill Norrey
Phill
 1226
Replied 

OK.  So in the Sales Order Control file to say line comments = YES.  Then set up master comments where the comment name is the part number.  Now when they are creating a SO it will pull comments in automatically.  If when the comment opens it finds a comment = to the part number it will display it saying say "CERT 1, CERT2 etc.  If you do not have a comment set up then it would be a blank page as it would not find a match.  

10
Replied: Nov 07, 2019
Votes
Karen Wilson
Karen
 1
Replied 

Perfect, thanks again!

00
Replied: Nov 07, 2019
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