In Document Handling, you can have comments from the order header and order lines automatically inserted into the email body when you send a document. This saves you from copying and pasting important notes manually, and it makes sure the recipient sees the same information that is written on the order itself.
When you send an order, Document Handling asks whether you want to include the comments from the header and lines. You decide each time. If you press no, the comments are left out. If you say yes, they are added to the email body automatically.
If you never want comments included, you can turn the feature off in the Document Handling Setup by enabling the option to ignore comments on orders.
Inserting order comments into the email body
Comments you add to the order, both on the header and on the order lines, can be set into the email body when you send the document. In a typical example, you might write a comment on the order such as a note that the order should be delivered before the summer holiday. That comment carries useful context for whoever receives the email.
When you send the order through Document Handling, you are asked whether you want to add the comments from the header and the lines. If you confirm, the comment from the document is inserted directly into your email body. The recipient then sees the delivery note or any other comment right there in the email.
Choosing whether to include comments each time
You stay in control of what gets sent. Each time you send an order, you get a prompt asking if you want to include the comments. If you want to ignore them for that particular order, press no. If you want them included, confirm, and they are added automatically.
Disabling comments in Document Handling Setup
If you never want comments to be added to your email bodies, you do not have to answer the prompt every time. Go to the Document Handling Setup and enable the option to ignore comments on orders. From then on, comments stay out of the email body without you having to decide on each document.
Q&A
Can order comments be added to the email body automatically in Document Handling?
Yes. Comments from both the order header and the order lines can be inserted into the email body when you send the document. When you send the order, Document Handling asks whether you want to add the comments, and you confirm to include them.
How do I avoid including comments when sending an order?
When you send the order, you are prompted whether to add the comments from the header and lines. Press no to leave them out for that order.
How do I stop comments from being added to email bodies permanently?
Go to the Document Handling Setup and enable the option to ignore comments on orders. After that, comments will not be added to your email bodies, and you will not be prompted each time.