Describes the comment system and how it can be used to add extended notes to the data you create in the Customer Relationship Management System. Also describes the options for creating standard comments for customers and customer contacts. Information about comment security options, editing commands and comment source codes are also presented in this document
StreamV allows you to easily create and attach text notes or “comments” to the master and transactional data records in your system. This text information is stored in comment records that are maintained in the Comment file.
Comment information can be created, displayed, and maintained from numerous places throughout the StreamV system. Specific types of comment information (such as customer collection or credit notes) can also be restricted to specific users or groups of users.
Comment information can be used to add notes to customers, orders, or invoices, and it can also be used by the system to automatically display information to the user, or print specific information on internal or external documents.
Comments in the system can be divided into two basic groups, based on the type of data that they are associated with or attached to.
• Static Data: Static data includes Master data such as Customer, Inventory , Vendor and Manufacturer records that are used continuously by your business. Table data or files, like the "Terms" File are considered static data.
• Transactional Data: Transactional data is data generated by the execution of business transactions; such as Sales Order, Invoice, Purchase Order, Inventory Transaction, and Journal Entry data.
Comments in the system can also be divided into Standard and Free Form Comments
Standard Comments: Standard Comments are comments that have been assigned a specific purpose by the system, or by the system administrator. A list of the standard comments for each type of data record (customer, inventory item, vendor) is normally displayed to the user when they are adding comments for that type of record Standard comments can be used to automatically display notes to the operator during transaction processing, and they can also be used to automatically print text information on internal or external documents such as quotes, orders, picklists, and invoices. Standard Comments use pre-defined comment source and line number information which allows the system to automatically search for and use the records during transaction processing. The pre-defined format in the standard comments also allows them to be secured so that specific types of customer, contact or other information can be restricted to certain users or groups of users.
Free Form Comments: Free form comments are comments that are not standard comments. Examples include some order header and line item comments, customer notes that are not entered as standard comments, and other comments that are not automatically used by the system. Free form comments are also referred to as “user” comments.