Printing a note on purchase order confirmation report that is setup at line level in D365FO

Hi,

In my previous post, I provided steps to display Notes(attachment) on the purchase order confirmation report that is set at header level. In this post we will see the steps to display attachment of type Note that is set at the line level on the PO.

Step 1: Go to Procurement and sourcing > Setup > Forms > Form setup. Select Purchase order tab and set Include document on sheets to 'Line' and Include document of type to 'Note'.    Notes setup.

Step 2: Select the line on the required purchase order and click on purchase order line > attachments.

Step 3: Create a new record of type Note. Set the description as 'Notes1', Details as 'Notes from PO line 1', Restriction to 'External' and Type to 'Note'. Save and close the window.

Step 4: Select the second line and on the PO and create a attachment of type Note with description as 'Notes2' and Details as 'Notes from PO line 2'.

Step 5: Select Purchase on the action ribbon and select the "Purchase order confirmations" under the Journals tab. Under Preview/Print select original preview to generate the report.

Step 6: On the purchase order confirmation report, Notes value gets displayed for every line on the PO.