Easily add common work order product row comments with just a few clicks instead of typing the text manually each time. They can be used as is, or used as a 'starting point' which can then be customized on each work order.
You will need security permission to add or edit Standard Comments, but not to use them on work orders.
What you'll find:
Tip
Add, Edit, Deactivate, or Remove all comments before clicking Save since saving also closes the window.
You can add multiple standard comments in agrē.
To add a standard comment
Navigate to Accounts Receivable > Manage > Work Order Standard Comments.
The Manage WO Standard Comments window opens.
In the Comment column, enter a standard comment.
Each standard comment can be up to 365 characters.
Check the Header Comment box to display in the header standard comments dropdown list.
Check the Line Comment box to display in the line/row standard comments dropdown list.
(both header and line boxes can be checked)
Ensure the Active box remains checked.
Click Save.
You can edit any of your existing Work Order Standard Comments at any time.
Editing a WO Standard Comment will affect new work orders only; line comments on existing work orders will remain as entered.
To edit a standard comment
Navigate to Accounts Receivable > Manage > Work Order Standard Comments.
The Manage WO Standard Comments window opens.
In the Comment column, change the text.
Check or uncheck the Header Comment and Line Comment checkboxes a needed.
Click Save.
If you'd like to set up a WO Standard Comment in advance, you can create it and leave it deactivated it until you need it. Or perhaps you have seasonal Work Order Standard Comments that should not be used at other times of the year - deactivate them when they're not needed.
Deactivating a WO Standard comment will affect new work orders only; the line comment on existing work orders will remain as entered.
To deactivate a standard comment
Navigate to Accounts Receivable > Manage > Work Order Standard Comments.
The Manage WO Standard Comments window opens.
Select the WO Standard Comment to deactivate.
In the Active column, uncheck the box.
Click Save.
Removing a WO Standard comment deletes it from the database so it cannot be used again.
Removing a WO Standard comment will affect new work orders only; the line comment on existing work orders will remain as entered.
To remove a standard comment
Navigate to Accounts Receivable > Manage > Work Order Standard Comments.
The Manage WO Standard Comments window opens.
Select the WO Standard Comment to remove.
Click Remove Comment.
Click Yes to confirm the removal.
The comment is removed.
Click Save.