Purchase/Expense Comment Grid

This section of the Purchase/Expense Order form contains a grid for recording relevant user comments to the purchase record, along with storing all related emails. Because these comments form part of the quality record for each purchase, any additions by a user are automatically time/date/initial stamped for accuracy and provide an excellent quality record of events.

Note: Maximum character limit of 8.000 within the comments.

Comments within the Comment grid are normally for internal use, and will not form part of the purchase/expense order print report that is sent to the vendor.

In Edit mode, you can click on any comment line and select Highlight & Pin to top. This will bring that line to the top of the grid and colour the background orange.

In Edit mode, double click in the Comment to bring up this dialog:

A time/date/initial comment line will be added to the Comment grid whenever the status of the purchase order is changed. Conversely, if a comment with a status is added to the Comment grid, Jim2 will ask the user if they would like to change the status of the purchase order.

The fields within the Comment grid are described below:

Field	Explanation
	This icon will appear if there are attachments to an email. Select the paperclip and select Has Attachments allows you to view only linked emails that include an attached file.
	This icon will indicates that this line is an email, ie. received, replied, forward, read, not read.
Date	The date and time that the comment was added (hold the mouse pointer over the Date field and the time will appear).
Initials	Shows the initials of the user who added the comment.
Status	This field will show the current status of the purchase order.
Comment	This is a multi-line text field with word wrap (limited to 8,000 characters) where enter relevant information. Right click and add a comment in either View or Edit mode, even if the purchase is Finished.

Field	Explanation
Add new	Adds a new line in the Comment grid.
Delete	Deletes the line that has been added to the job.
Highlight > Highlight and Pin	You can highlight the comment or email row and the colour will change to orange. You can also highlight and pin the comment to the top:
Pin/Unpin	You can pin the comment or email to the top of the comment grid.
Send comment via email	Will send the selected comment via email.
Send all comments via email	Will automatically send all comments via email.
Reply, Reply All, Forward	Reply, reply all or forward email.
Show Grouping	Adds the familiar list grouping option to the Comment grid so users can group by all available grid columns.
Show Find panel	Enables the Find panel, and provides the user the ability to search within the grid.
Grid Columns...	Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.
Save Layout	Save the current column configuration. Administrators will be asked if they want to update the default layout for all users. Once saved, this will become the default layout.
Use Default Layout	Reset your grid layout back to its default layout.

When a purchase order is sent electronically, a comment to that effect will be automatically added to the Comment grid.

Security level governs whether or not a user can edit other people's comments within the Comment grid.

Within the Comment grid, hover over a heading and a the Filter FilterIcon image will appear. Click the filter icon to see a list of available filters to help refine the search. This is particularly useful when there are a lot of comments within the grid. These filters will only show comments within the grid specific to the filter chosen.

Column Filter	Filter Choices
Attachments	All, Custom, No Attachments, Has Attachments.
Email	All, Custom, Comment, Email Replied, Email Forwarded, Email Read, Email Not Read.
Date	All, Custom, then shows all dates within the grid.
Initials	All, Custom, then shows the initials of all users within this field.
Inc	All, Custom, False. When this field is ticked, show comments on website. When a customer goes to the job on the website, this comment will show. Unticked = don't show.
Status	All, Custom, then shows all statuses within this field.

The custom filter choice allows to define the search further:

Further information

Debtors Purchase Orders

Expenses Tab on POs

Opening Balance Purchase Order

Purchase/Expense Order Footer Tabs

Purchase/Expense Order Header

Purchase/Expense Preview Pane

Purchase Order Approval Process

Purchases/Expenses Status

Purchase Order List

Purchase Order List Header

Purchase Order Reports

Purchase Order Stock Grid