Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »


There are two ways a comment can be made on a Charge:

  1. Using the Charge's Description
  2. Making a Remark on the Item the Charge is applied to

Comments within Descriptions

Description field example

Comments can be added to the Description of the Charge. This gives the comment a high degree of visibility, but also means the comment will display on Bills. This means that a User will need to, later on, go back to the Charge and remove the comment so that it does not keep appearing on future Bills. Due to the maintenance of the Description necessary to support the comment using this method, using this method is not recommended.


Remarks as Comments

Remark Form example

Using the Remarks tab on the item with the Charge (Service/Equipment/GLA/Service Desk Item), comments can be made about the Charge.  These Remarks do not have a high level of visibility, and will not appear on the Bill.  The Remark is saved for as long as it is left on the record it is saved to, and requires no further action from a User.  This makes it the recommended method for putting a comment on a Charge.

  • No labels