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| The Stream V system enables you to attach text data or notes to the master and transaction records in the system. This type of text data is referred to as a "comment" throughout the system. Comments can be attached to many different kinds of records in the system. Comments can be attached to customer records, inventory items, and vendor records. Comments can also be attached to sales order and invoice headers and line items, opportunity and incident records and other data. |
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Transactional data
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Transactional data is data generated by the execution of business transactions; such as sales order header and line item records,, invoice header and line item records, receiving records, and serialized inventory records. Transactional data records normally have fewer comments or options for attaching comments to them. As an example, each sales order can have one sales order comment attached to the header of the order and one sales order line item comment attached to each line item of the order. Sales Order comments carry through the invoicing process and are automatically copied and attached to the invoices created from the sales order. These comments can then be optionally printed on the pickling ticket and or invoices for the order. Once an invoice has been created from a sales order, additional comments such as an Accounts Receivable or collections comment, can also be attached to the invoice record and optionally printed on the accounts receivable aging reports. The number of comment types supported for each transaction record in the system varies but in general at least one comment can be attached to every transaction you process (usually more). |
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Static data
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Static data is data such as customer, inventory , vendor and manufacturer master records that are used continuously by your business. Table data or files, like the "terms" table are considered static data. Static data items such as customer and contact records, can have multiple comments attached to them. For example, a customer record could have one comment describing the company, one comment listing directions to the company, and another comment that is used to store collection information. The comments associated with a specific Customer record can be can be created, updated and maintained from various places in the system such as in the Company Master View, the Accounts Receivable system and in other places as appropriate. The system can also be configured to automatically create a set of "standard comments" when a new customer or other static data record is created. |
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Comment Format
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Each comment in the system is identified with a Source indicating the comment type, and an id number and line number which associates the comment with a data record. This information is loaded into the comment record when it is first created and is not changed once the comment is created. The remainder of the comment record is a text field that can contain a large amount of information. If the comment is for a static data record, there can be several different comments attached to the record and the first line of each comment is used as the comment title and displayed when listing the comments associated with the static record. The date which appears to the left of each title is the date that the comment was last edited. This date is updated automatically by the system each time a comment is edited. If the comment is attached to a transaction record, the first line is normally used for the note as a title is not required (the text is what matters). |
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Automatic Standard Comment Creation
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The system can be configured to automatically create a set of standard comments for static data records, either when the static data record is created, or in a batch for all existing static data records of a particular type (i.e. all customer records). This feature is useful when you wish to implement security on some comment types and want to control how each comment is numbered (to streamline the security setup and maintenance). The comments that are created for each type of data record are controlled by Text Data records that can be set up and maintained by your system administrator. On-the-fly standard comment creation is supported for the following static data records:
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Comment Printing
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In order to provide the ability for comments to be attached to documents and not printed the following special codes have been implemented. If either of these characters appear as the FIRST character in a comment the printing of the whole comment is controlled as follows.
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