Printing a header note on purchase order confirmation report in D365FO

Hi,

In this post, we will see the steps to create a note on purchase order header and display it on confirmation report.

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

Step 2: Select the required purchase order and click on attachments icon on the action pane.

Step 3: Create a new record of type Note. Set the description as 'HeaderNote', Details as 'Notes at header level', Restriction to 'External' and Type to 'Note' and close the window.

Step 4: 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 5: On the purchase order confirmation report, Notes value gets displayed(at header level).

Regards,

Chaitanya Golla