Microsoft Dynamics AX (Archived)

Add note to a specific invoice + add note to a specific Customer Statement

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Posted on by lmai

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Hi All,

I have 2 questions:

1. How do I add note to a specific invoice so that it displays on the invoice when I print it? When I attached the note by clicking on the paper clip, it didn't show up on the invoice.

2. How do I add note to a specific Customer Statement so that when I print the statement, it displayed the note on that customer's statement only?

I set up the Form note. How do I restrict this note to display on a specific customer statement?

Thanks so much!

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NataliiaS on at

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RE: Add note to a specific invoice + add note to a specific Customer Statement

Hi Kim,

1. You need to select what document attachment type should be displayed on the invoice and its level (header/lines/all) on the Form notes setup.

Then you should add a note to the sales order with the same document attachment type and Restriction = External and and post the invoice, this will display notes on the invoice.

2. As far as I know customer account statement supports only form notes you mentioned which is used for all customers. If you want to add static note that never changes per customer you can try to use footer text field in Print management which can be set per customer.

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lmai 2,438 on at

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RE: Add note to a specific invoice + add note to a specific Customer Statement

Hi NataliiaS,

Thanks for your feedback.

I just change to the line at the Form setup.

I've attached the note to the invoice, but when displayed the invoice, no note was shown.

or

then post. This screenshot is taken after the note is attached and posted.

Am I missing something? Thanks

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NataliiaS on at

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RE: Add note to a specific invoice + add note to a specific Customer Statement

I cannot see note restriction info, it should be set to External otherwise it wont be shown on the report.

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