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Finance | Project Operations, Human Resources, ...
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Sales Entry - Line Item comments disappearing

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Hello! I have ran into an issue where line item comments are disappearing for one of our CSR's. Is there any known glitches with the copy function? There doesn't seem to be any correlations between specific customers, specific line items, or anything else besides it being with one CSR who is entering in the orders. This CSR has been entering orders for years, and on a report that we run everyday the comments are there so at some point during when the sales order is made and when they look at it for production, it disappears. I know that this CSR uses the copy function for this. I haven't been able to confirm if any other CSR's do the copy function but I'm thinking maybe its an issue with that? Any info is appreciated! MyAccountAccess Credit Card

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  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,006 User Group Leader on at
    RE: Sales Entry - Line Item comments disappearing

    While copying order is the "Copy Line Comments" checkbox is marked?

    Copy Line Comments

    Mark this option to copy line item comments from the existing order.

    copy.png

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