Exact Synergy Enterprise

InterConnect for Macola Order Comments Screen

Use the Order Comments page to add a variety of comments to an order header or an order line and to see the existing comments for an order. The Order Comments page shows nine comment types for the order header and order line. The types are ways to categorize comments that apply to only InterConnect. Progression supports only two comment types: order header and order line.

In InterConnect, if you add a comment to an order header, regardless of the comment type you choose, the comment will be visible as an order header comment in Progression. Also, if you add a comment to an order line in InterConnect, regardless of the comment type you choose, the comment will be visible as an order line comment in Progression.

In Progression, if you add an order header comment, it will be visible in InterConnect on the order header as a "line comment" comment type. Also, in Progression, if you add an order line comment, it will be visible in InterConnect in two places: on the order header as a "line comment" comment type and on the order line as a "line comment" comment type.

Adding an Order Comment to an Order Header

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola Progression heading, click Orders/Sales Reports.

   

4. On the Orders/Sales tab, under the Current Activity heading, click Open Order or Open Quotes.

   

5. In the list of orders or quotes, click an order or quote number in the Order number column.
6. On the Orders page, in the Monitor section, click the Notes link.

   

7. Under the Comment Types heading, click the type of comment to add. A blue arrow indicates the type of note selected.

   

8. Enter the comment in the Add field, and click the Save button. You can enter up to 40 characters in the field.

   

9. A green check mark indicates the types of comments that have been added.

   

10. Click the comment type beside the green check mark to see the comments that have been added.

    

    If there are no comments for a comment type, you will see "No data found" beside the comment type.

    

These comments are visible in Progression on Order Entry View screens. These comments can be changed in Progression on the Order Entry screen using the Order Comments button.

Adding an Order Comment to an Order Line

1. On the Orders page, scroll down to the line items, and click the line item number.

   

2. On the Order Line page, in the Monitor section, click the Notes link.

   

3. Under the Comment Types heading, click the type of comment to add. A blue arrow indicates the type of note selected.

   

4. Enter the comment in the Add field, and click the Save button. You can enter up to 40 characters in the field.

   

5. A green check mark indicates the types of comments that have been added.

   

6. Click the comment type beside the green check mark to see the comments that have been added.

   

These comments are visible in Progression on Order Entry View screens. These comments can be changed in Progression on the Order Entry screen using the Order Line Comments button.

InterConnect for Macola Introduction and Document Index