Easily add common comments with just a few clicks (instead of typing the text manually each time) to work orders, loadout tickets, and invoices. The standard comments can be used as is, or used as a 'starting point' which can then be customised for each transaction.
You will need security permission to manage Standard Comments, but not to select them on work orders.
What you'll find:
You can add multiple standard comments in agrē.
To add a standard comment
Navigate to Accounts Receivable > Manage > Work Order Standard Comments.
The Manage Standard Comments window opens.
Choose a Comment Type, then click Retrieve.
Click Start Over to change the comment type.
Select Add.
The Add Comment window opens.
In the Description column, enter a standard comment. Each standard comment can be up to 200 characters.
To type your comments in a larger window, click Edit, then Update.
Check the Header Comment box to display in the header standard comments dropdown list.
(both header and line boxes can be checked, or neither if you don't want it used at this time)
Check the Line Comment box to display in the line/row standard comments dropdown list.
(both header and line boxes can be checked)
Click Save.
The Add Comment window closes.
You can edit any of your existing Standard Comments at any time.
Editing a Standard Comment will affect new transactions only; existing comments remain as they were entered.
To edit a standard comment
Navigate to Accounts Receivable > Manage > Standard Comments.
The Manage Standard Comments window opens.
Choose the Comment Type, then click Retrieve.
Select the standard comment and click Edit.
The Edit Comment window opens.
Change the Description as needed.
Check or uncheck the Header Comment and Line Comment checkboxes a needed.
Click Save.
The Edit Comment window closes.
Deleting a Standard Comment deletes it from the database so it cannot be used again.
Deleting a Standard Comment will affect new transactions only; the comments on existing transactions will remain as entered.
To delete a standard comment
Navigate to Accounts Receivable > Manage > Standard Comments.
The Manage Standard Comments window opens.
Choose the Comment Type, then click Retrieve.
Select the standard comment and click Delete.
The Delete Comment confirmation window opens.
Click Yes to confirm the deletion.
The comment is deleted immediately.