Document Comments

Feature Description

This functionality adds comment factboxes directly to sales, purchase, and warehouse document pages. It enables quick viewing, editing, and deleting of comments without navigating to a separate comments page.

Comment factboxes are available on the following pages:

Sales Documents

Sales Invoices (card and list)
Sales Orders (card and list)
Sales Credit Memos (card and list)
Posted Sales Invoices (card and list)
Posted Sales Credit Memos (card and list)
Posted Sales Shipments (card and list)

Purchase Documents

Purchase Invoices (card and list)
Purchase Orders (card and list)
Purchase Credit Memos (card and list)
Posted Purchase Invoices (card and list)
Posted Purchase Credit Memos (card and list)
Posted Purchase Receipts (card and list)

Warehouse Documents

Warehouse Shipments (card and list)
Warehouse Receipts (card and list)
Posted Warehouse Shipments (card and list)
Posted Warehouse Receipts (card and list)

How to Use the Functionality

Viewing Comments

The comment factbox is located on the right side of each listed document page. The factbox displays all comments assigned to the document along with their creation dates.

Editing a Comment

To edit an existing comment:

Click the three dots (...) next to the selected comment in the factbox
Select Edit Comment
In the opened dialog, you can edit:
- Date of the comment
- Comment text (multiline field)
Confirm changes by clicking OK

The comment will be automatically updated.

Deleting a Comment

To delete a comment:

Click the three dots (...) next to the selected comment in the factbox
Select Delete Comment
Confirm deletion in the displayed dialog

The comment will be permanently deleted from the system.

Adding New Comments

To add a new comment, use the standard Business Central functionality:

Open the selected document
Navigate to Related → [Document Name] → Comments
Add a new comment following the standard procedure

The newly added comment will automatically appear in the factbox.