Customer Comments

This section describes the various types of comments or text notes that can be associated with the customer records that you setup and maintain in StreamV

Company Comments are used for various purposes in the system.

Some Company Comments are used to store user defined text information about the customer in the system so that the information is available to all or selected operators in the system. Examples might include directions to the customer site, information about the business, information about sales calls and other free form type notes.

Other Customer Comments are used to automatically display credit or other information about the customer to the operator entering an order for the customer. Or to automatically print text information on the picklists or orders that are generated for the customer.

Company Comments are referred to as Static Data comments because a customer record is a master record that is static (or changes little over time) and it can be used on a recurring basis.  Other static data that supports multiple comments includes Product Catalog, Inventory, Vendor, Product Line and Product Group records.

The Stream Systems allow you to maintain multiple different comments for static data records and these comments are categorized as follows.

User Comments User Comments are text notes that are usually free form in nature and they are generally available to all users in the system.

Standard Comments Standard Comments are comments that use a pre-defined comment numbering scheme.  The pre-defined comment numbering logic allows you to set security options for the comments that should be restricted based on operator, and the pre-defined comment numbers also allow the system to automatically print specific comments (if they have been created) on specific documents that are printed for the customer.

Mention title logic.

Mention control record in Textdata.

Comment/Imaging security options

Standard Customer Comments

The following table displays the most common standard customer comments that can be maintained in the Stream systems. 






Customer Acct#


Customer Picklist Comment.  This comment is printed by the Picklist program on the picklists for the customer.  The comment limit string is not used.


Customer Acct#


Customer Invoice Comment.  This comment is automatically printed on invoices for the customer.


Customer Acct#


Customer Comment.  This comment replaces the older company comment that was maintained in the Company/Item Comment file.  The comment was moved out of the Company Item Comment file as it does not apply to a specific item.  The comment prints on the picklists and invoices for the customer unless a comment limit string is used.  If the comment begins with a - it is printed only on internal docs, if the comment is preceded by a *, the comment is not printed on internal or external docs.


Customer Acct#


Order Entry Comments for this customer.  This comment displays during order entry for the operator to see.  The Comment is used to convey important information about the customer to the operators processing orders for the customer.  The comment is usually restricted so that is can only be modified by operators in the credit and collections departments and it is internal only and not printed on any customer documents.

Company/Item Comments - Company Item Comments are Comments that can be set up for a specific Customer and Item Combination.  Company Comments are automatically displayed in the Order Entry program if they exist for the customer and item number being processed on the order, and they are automatically printed on the documents for the customer based on the comment limit string.


CCTX records.

Comment Limit String

Most Customer Comments are automatically printed on the documents (quotes, picklists, packing lists, invoices) that are produced for the customer.

In some situations you may want to print the customer comment on the picklist for an order, but not print the comment on the invoice document.   Or you may wish to print a comment on the invoices for the customer invoice but not on the picklists for the customer.

The Comment Limit String allows you to specify how a specific comment is handled by the various forms in the system.

The Limit String is a character that if entered as the first character in a comment, will cause the system to

If the Minus Sign - is entered as the first character in the text field of a comment record, the comment is treated as an internal comment, meaning it is output on the internal forms generated by the system (such as a picklist), but it is not output on external forms such as the customer invoice or packing list.

If the asterisk * is entered as the first character in the text field of a comment record, the comment is treated as view only and it is not output on any of the forms generated by the system (it is not printed on the picklist, invoice or packing list forms).

In some cases, the Comment Limit String is not used.  For example, if you have created a Customer Picklist Comment the system prints this comment on the picklist regardless of the limit


Company Item Comments