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ReportHow do you add notes to invoices in AX 2012
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How do you add notes to invoices in AX 2012
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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.
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.
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.
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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André Arnaud de Cal...
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Martin Dráb
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