Add Comments to Cards and Documents

You can add extra information to G/L accounts, customers cards, or sales orders to communicate exceptions or special agreements to other users. Practically all cards and document have a Comments action, which opens the Comment Sheet window where you can write or read comments. On documents, you can also add comments to individual lines.

Comments on ongoing documents are transferred to the related posted document. For example, a comment on a sales order is transferred to a resulting posted sales shipment.

[!NOTE] Comments are not printed or output to reports or externally-facing documents.

The following describes how to add a comment to an item card. The steps are similar for all other cards and documents, except on document lines, the Comments action is placed on a lines action menu.

To add a comments to an item card

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Items, and then choose the related link.
  2. Open the relevant item card.
  3. Choose the Comments action.
  4. In the Comment Sheet window, enter any text, and then choose the OK button.

See Also

Working with Business Central
General Business Functionality