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Customer card comments to sales order

Posted on by 2
Hello!
 
Is there anyway automatically get comments from customer card to sales order? Each time we create a new sales order, we copy and paste comments from customer card for some instructions for customers. 
 
Thank you!
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 63,857 Super User on at
    Customer card comments to sales order
    Update: Dynamics 365 Business Central: Copy Comments from Customer to Sales Document – Customization
     
     
    Thanks.
    ZHU
  • Suggested answer
    JM Profile Picture
    JM 54 on at
    Customer card comments to sales order
    Hi there!
     
    As Yunzu has stated, it is not possible using the standard.
     
    To do so, you'd need to develop a custom solution in AL. Here's a brief step-by-step guide on how you can implement this:
     
    •  Create a Codeunit that will handle copying comments from Customer Card to Sales Order when the Sales Order is created. This can be handled by using  the following code subscriber:

      [EventSubscriber(ObjectType::Table, Database::"Sales Header", 'OnAfterInsertEvent', true, true)]
      local procedure OnAfterInsertSalesHeader(var Rec: Record "Sales Header"; RunTrigger: Boolean)
     
    • In your method, you just need to retrieve the Customer comments from the Record Link table and copy them to the sales order.
     
    Hope it helps!
     
    Cheers!
     
    JM
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 63,857 Super User on at
    Customer card comments to sales order
    As far as I know this is not a standard feature and needs to be customized.
    The standard can only be passed between documents.
     
    Thanks.
    ZHU

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