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Adding Function-Specific Comments to Quote and Order Report Headers

Before generating a quote or order report, users can add function-specific comments to quote report and order report headers. For the functions in the Functions view of an order or quote, users can select function-specific comments for property-specific report headers. Administrators set up as generic comments the function-specific comments that users can select. Users can also create new function-specific comments.

This task is a step in Process of Generating Hospitality Reports.

To add a function-specific comment to a quote or order report header

1. Navigate to one of the following screens and views.
   • Orders screen, then the Event Order view
   • Quotes screen, then the List view
2. In the list, query for and select the order or quote record.
3. Drill down on one of the following links.
   • In the Orders screen, Event Order view, drill down on the Order number (#) field.
   • In the Quotes screen, List view, drill down on the Name field.
4. Click the Functions view tab.
5. In the Functions list, select the appropriate function, and then click the Report Headers view tab below the Functions list.
6. In the Report Headers view, complete the following steps.
   1. In the Report Headers list, create a new record, click the select button in the Report Header field, select a property-specific report header in the dialog box that appears, and click OK.

      You can select only the property-specific report headers that administrators set up for the property on the event order or quote.

   2. In the Comments list, create a new record, and complete either of the following steps:
      • Click the select button in the Comments field, select a comment in the dialog box that appears, and click OK.
      • Enter a new comment in the Comments field.
   3. In the Sequence field, select a number that determines the sequence in which the comment text appears in the report header.

      Although the Sequence field is automatically populated, you can change this field value.

   4. (Optional) To check the comment text for spelling errors, click the Check Spelling button.