Clever Comments also adds functionality to add comments to additional areas of the system.
Addresses
The following address entities can have comments attached:
■ Ship-to Address
■ Order Address
■ Remittance Address
Ledger Entries
The following Ledger Entry screens support comments, allowing users to add, view and manage comments directly from the relevant ledger entry list:
■ General Ledger Entry
■ Customer Ledger Entry
■ Vendor Ledger Entry
■ Bank Account Ledger Entry
■ Item Ledger Entries
■ Employee Ledger Entries
■ FA Ledger Entries
■ Job Ledger Entries
■ Maintenance Ledger Entries
■ Capacity Ledger Entries
■ Service Ledger Entries
■ Warranty Ledger Entries
Comments can be inherited to ledger entries when posting from journals. For example, comments on an Item Journal line are inherited to the resulting Item Ledger Entry when the journal is posted. Similarly, comments on Output Journal and Consumption Journal lines are inherited to the resulting Capacity Ledger Entries.
Journals
The following Journal screens support comments:
■ General Journal
■ Recurring General Journal
■ Sales Journal
■ Purchase Journal
■ Cash Receipt Journal
■ Payment Journal
■ Item Journal
■ Recurring Item Journal
■ Item Reclassification Journal
■ Consumption Journal
■ Output Journal
■ Physical Inventory Journal
■ Revaluation Journal
■ Production Journal
Comments entered on journal lines are inherited to the associated ledger entries when the journal is posted, provided that the relevant Comment Type and inheritance rules are configured.
Manufacturing
The following manufacturing-related entities support comments:
■ Routing Tool
■ Routing Version Tool
■ Production Order Routing Tool
Shipping
The following shipping-related entities support comments:
■ Shipping Agent
■ Shipping Agent Service
Projects
The following project-related entities support comments:
■ Project Task
■ Project Planning Line
Posted Journals
■ Posted General Journal
Inventory and Warehouse Document Lines
The following Inventory and Warehouse documents support having comments at the document line level as well as the document header:
■ Warehouse Shipment Lines
■ Posted Warehouse Shipment Lines
■ Warehouse Receipt Lines
■ Posted Warehouse Receipt Lines
■ Warehouse Pick Lines
■ Registered Warehouse Pick Lines
■ Warehouse Put-away Lines
■ Registered Warehouse Put-away Lines
■ Warehouse Movement Lines
■ Registered Warehouse Movement Lines
■ Inventory Pick Lines
■ Posted Inventory Pick Lines
■ Inventory Put-away Lines
■ Posted Inventory Put-away Lines
■ Inventory Movement Lines
■ Registered Inventory Movement Lines
■ Transfer Order Lines
■ Posted Transfer Shipment Lines
■ Posted Transfer Receipt Lines
■ Posted Direct Transfer Lines
■ Warehouse Internal Pick Lines
■ Warehouse Internal Put-away Lines
■ Warehouse Internal Movement Lines
Note: the addition of having comments at line level of Inventory and Warehouse documents allows more logical inheritance of comments. For example, if a Warehouse Pick document inherits comments from multiple Sales Orders then the comments can be stored against the relevant line.