Transaction Comments

Transaction comments can be added to transactions in any transaction phase. You may also attach files as supporting documentation or notes to the transaction comments by using the Attachments link. Users with access to view the transaction can view the comments, but security is required to add comments and attach items to comments.

Comments and Comment Attachments are associated with a specific transaction version, and are archived/unarchived, exported/imported with the transaction version. Once a comment is created, it cannot be modified or deleted, except through the Transaction Comment Management page. The one exception is when a transaction is discarded, the comments associated with the transaction are also deleted. If a version of a transaction is deleted through archival, only comments associated with that version are deleted. When creating a new transaction from a template, comments associated with the transaction template are not copied into the new transaction. When printing a transaction, the comments from the current version get printed by default. By enabling the ERP Application Parameter (ERPCTRL) parameter, ENABLE_PRNT_CMNTS_FOR_ALL_VERS, comments from all versions of a transaction can be printed.

The Transaction Comments page can be accessed by selecting the Comments link on the transaction-level menu or from the Add Comment icon in the Smart Menu. If a comment exists for a transaction then a red circle appears above the Add Comment icon in the Smart Menu.

Reference RibbonReference Ribbon

Gives reference back to the transaction and version after the transition.

Field InformationField Information

Field Name	Required?	Field Description
Date/Time	Required	Set by the system at the time the comment was successfully saved.
User	Required	Set by the system with the User ID that added the comment.
Phase	Required	Set by the system to the current transaction phase of the version to which the comment was added.
Subject	Required	A short description intended to be the summary to what the comments pertain.
Standard Comment Code	Optional	A means of choosing from a pre-defined list of comments in lieu of typing a comment from scratch.
Comment	Required	The inferred comment text from any Standard Comment Code selected, which can then be augmented if desired. Otherwise, it is the comment entered from scratch.

ActionsActions

Attachments (icon) – This icon is used to transition to the Attachments page to add, maintain, or view attachments to a comment. A comment must be successfully saved before adding an attachment. The count of attachments to a comment appear next to the icon.