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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
- Navigate to one of the following screens and views.
- Orders screen, then the Event Order view
- Quotes screen, then the List view
- In the list, query for and select the order or quote record.
- 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.
- Click the Functions view tab.
- In the Functions list, select the appropriate function, and then click the Report Headers view tab below the Functions list.
- In the Report Headers view, complete the following steps.
- 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.
- 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.
- 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.
- (Optional) To check the comment text for spelling errors, click the Check Spelling button.
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