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.
Replied: Nov 06, 2019
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.
Replied: Nov 07, 2019
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
Replied: Nov 07, 2019
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.