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Customer advanced notes on ER

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Posted on by Adi Zukler

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Question for Forum:

How can I add a custom advanced note field to to the ER sales invoice form in Dynamics 365 Finance and Operations? Specifically, I need guidance on mapping the new field and ensuring it appears in the generated invoice.

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Dynamics 365 Finance

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Alireza Eshaghzadeh 13,103 Super User 2024 Season 2 on at

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Customer advanced notes on ER

Hi,

The advanced note will be added as a note attachment to the document (both Header and Lines). You can then create a calculated field to extract the value in your model mapping. Consider using the following formula:

WHERE( '$SalesInvoiceHeaderFooter'.'<Relations'.'<Documents', '$SalesInvoiceHeaderFooter'.'<Relations'.'<Documents'.'docuType()'.TypeGroup = Enums.DocuTypeGroup.Note )
You can use this record list to bind it to the Note field in your data model
Note = @.'$Notes'.Notes

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