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Good morning everyone,
I have a question regarding AX 4.0. Yesterday I had a chat with the person who manages our debtors. He expressed the wish to start storing the communications regarding certain invoices. It should also be possible to retrieve this information via a report at a later stage.
We did have a customization on the invoice form to store minor remarks (30 characters) per invoice. The idea however is to have more information stored than these 30 characters. It should be possible to start documenting a sort of history in regards to the communication which was done per invoice.
The way it works now is as follows: the debtor manager hands the sales department a report of all due invoices. The sales department will then have to call the customers and register their calls. Registering this is currently done via Excel. Now for my question: is there (as far as you know) a standard way in AX of registering remarks/memos/etc per invoice? Are there perhaps any other ways companies have reached this goal? What would be your suggestions in this scenario?
Thank you for any/all information
You can use attachments with type Note for example to store your notes and build report that will print all attachments against invoice.
You can't simply add a new field because after invoice is posted it should not be modified.
Thank you for your reply Ievgen, this was one of the options I had in mind so I suppose you just confirmed it as something which can be used in this situation.
I am very much aware we can't simply add/change things after the invoices are posted because they should not be modified after posting.
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