Remark Entry

Menu Path: None

To use Remark Entry, click the Remark(s) button in the ribbon in any window that allows you to add remarks to documents.

Purpose

Enter, view, edit, or delete remarks.

Overview

Use Remark Entry to create and manage remarks. You can add remarks to one or more documents. You can also select the dates for which the remarks appear on documents. For more information on remarks, see Remarks.

If you have permission to add standard remarks, you can also view, edit, and delete applicable standard remarks in Remark Entry. However, if you edit a standard remark, it is changed to a manual remark for the record. If you delete a standard remark, it is only deleted for the specific record, and will still be used for other records.

Example A customer standard remark is created for order acknowledgments. You delete it for a specific order. The remark is still used for other orders.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Remark Entry window.
New	Click this button to create a new remark.
Update	Click this button to update the selected remark.
Delete	Click this button to delete the selected remark.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Check Spelling	Click this button to check spelling for the remark text entered in the Remark field. This button is only available after you click the New or Update button in the ribbon.

Main Tab Fields and Buttons

Field or Button	Description
Remark	This field displays the selected remark. If you click New or Update, you can enter or edit a remark in this field.
Start Date	Enter the first date for which to display the remark on documents, or click the drop-down arrow to select the date. The date that is compared to this date depends on the document for the remark. For information on which date applies for each document, see Remarks.
Repeat Yearly	Select this check box to include the remark on documents for the date and month range set up in the Start Date and End Date fields for every year. Example You enter 1/1/2020 in the Start Date field and 1/31/2020 in the End Date field. You select the Repeat Yearly check box, and the remark is included on documents during January for 2020, 2021, 2022, etc. This check box is only enabled after you enter a date in both the Start Date and End Date fields.
End Date	Enter the last date for which to display the remark on documents, or click the drop-down arrow to select the date. The date that is compared to this date depends on the document for the remark. For information on which date applies for each document, see Remarks.
Available Documents	This grid displays all documents on which you can print this type of remark. These documents are specific to the window you used to access Remark Entry.
	Click this button to add a document selected in the Available Documents grid to the Selected for Printing grid. This allows you to specify the documents on which the selected remark is printed.
	Click this button to add all documents in the Available Documents grid to the Selected for Printing grid. This allows you to specify that the selected remark is printed on all documents specific to the remark type.
	Click this button to remove a document from the Selected for Printing grid.
	Click this button to remove all documents from the Selected for Printing grid.
Selected for Printing	This grid displays documents on which the selected remark prints. You can add the same remarks to more than one document.
Existing Remarks	This grid displays all existing remarks that can be printed on documents. The remarks are specific to the window you used to access Remark Entry. The grid also indicates if a remark is a standard remark, and the type of remark (Manual or a standard remark type).
	Click this button to move the selected remark up one position in the Existing Remarks grid.
	Click this button to move the selected remark down one position in the Existing Remarks grid.