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Customer Service Manager

Posted on by 75

How do you add notes to invoices in AX 2012

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  • MMO Profile Picture
    MMO 75 on at
    RE: Customer Service Manager

    Thanks so much for the help! I am (almost) good to go! Have a great weekend!

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,134 Super User 2024 Season 2 on at
    RE: Customer Service Manager

    Hi MMO,

    In AX2012 these are called 'Journals'. On e.g. the sales order form, you can select either the ribbon bar Sell, Pick and pack or Invoice. You can then find a button group 'Journals' where you can open the related document and then print.

    Also the menu has a submenu 'Journals' in the Inquiries section. Note that the menu Sales and marketing has all the options whereas Accounts payable will only show the Invoices.

  • MMO Profile Picture
    MMO 75 on at
    RE: Customer Service Manager

    Thank you! In AX 2009 on the sales order there is an "enquiries" tab where you can re-print a posted sales order-what is the tab called in AX 2012.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,134 Super User 2024 Season 2 on at
    RE: Customer Service Manager

    Hi MMO,

    So I completely misunderstood your question. You can setup which document type will appear on a sales order confirmation or invoice (Form setup in AR parameters). The restriction is that the notes should be set to external.

  • MMO Profile Picture
    MMO 75 on at
    RE: Customer Service Manager

    Thank you for your quick response Andre. In AX 09 I was able to go into the sales order in a general tab and add notes that would populate to the body of the invoice (e.g. specific shipping instructions that customer requested appear on invoice). In AX 2012, the notes section in the sales order allows for internal and external options-I am trying to determine which will show up on the invoice but not on the sales order.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,134 Super User 2024 Season 2 on at
    RE: Customer Service Manager

    Hi MMO,

    I think you mean you want to enter some notes regarding payment status or issues? In AX2012 you can use the Collections features to set e.g. dispute status and enter som activities with notes related to the invoices.

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