Introduction

Introduction

The Aptean Advanced Comments extension allows adding extra information to documents to communicate exceptions or special information to users, vendors, and customers. With the Advanced Comments extension, you can create standard sales and purchase comments that will automatically be added to sales and purchase documents (and to documents connected to sales and purchase documents) when they are created. An example of a standard comment could be: “Merry Christmas” during the holidays or a comment for the warehouse employee as “Don’t forget to add an extra label”.

Setting up which comments should appear on which document is possible on the Standard Comments page. It is possible to include comments on either the document header or specific sales and purchase document lines. Standard comments for the header can be set up for all customers and vendors, a specific customer and vendor, or a customer or vendor combined with a ship-to address or order address. Standard header comments can also be set up for customers or vendors with a specific country code. Standard line comments can be set up for all items, an item category, or a specific item.

You can configure a notification to inform a user when significant comments for a document become available. This notification is displayed when a sales and purchase document is opened and the standard comments exist.