Show standard comments in Warehouse documents

Article05/24/20232 min read

It is possible to create various warehouse documents from the sales and purchase documents. The comments shown on the sales and purchase source documents are also displayed on the newly created documents. On the Standard Comments page, you can specify whether the comments need to be displayed for the following documents:

  • Warehouse Shipment
  • Warehouse Pick
  • Inventory Pick
  • Inventory Put-away
  • Warehouse Receipt

Refer to the Set up standard comments topic on how to set up the comments that should be shown for the connected documents.

Show Source Document Comments in Warehouse Shipment

The following procedure describes how to view the source document comments in the warehouse shipments.

  1. Select the search icon , enter Sales Order, and then choose the related link.
    The Sales Order page opens.

  2. Select the desired No. from the list and ensure that the document is released.

  3. On the action bar, go to Actions > Warehouse > Create Warehouse Shipment.

  4. Select the OK button.
    A new warehouse shipment is created.

  5. Close the Sales Order page.

  6. Select the search icon , enter Warehouse Shipments, and then choose the related link.
    The Warehouse Shipments list page opens.

  7. Select the related record in the No. field.
    The Warehouse Shipment page opens.

  8. The number of comments created in the linked source document is shown in the Source Document Comments field.
    You can view the Sales Comment and/or Purchase Comment by clicking the value, e.g., “1”, which appears in the Source Document Comments field.

  9. To navigate to the Sources Documents Comments, on the action bar, go to Related > Shipment > Source Document Comments.
    The Sales Comment and/or Purchase Comment opens. On this page, the respective source document’s comments on the header and at the line level are inherited and displayed in the newly created document.

  10. A notification is shown when a comment ( for which the Notify User checkbox is selected on the Standard Comments page) is copied to the document header or document line.
    You can view the Sales Comment and/or Purchase Comment, by clicking the Show comments in a blue bar at the top of the document.

    Note

    The above description also works similarly for Warehouse Receipt, Warehouse Pick,Inventory Put-Away and Inventory Pick.