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Hi:
I tested this and failed. I'm surprised that there's not an easy way to do this.
Upon entering a comment on the "Comment Sheet" of a Posted Sales Invoice, I simply want for that comment to print.
For example, maybe the customer didn’t include freight in their payment. I'd like to make a note on the Posted Sales Invoice, so that it shows up internally to remind me. And, I would like for this note to show up on the customer invoice. If the customer short-paid, I would enter this note and resend that posted invoice to the customer.
How do I accomplish this feat?
Thanks!
John
Hi John
I know this is not an ideal solutions. My recommendations are
1) For internal use check Internal Note app. it is not 100% what you want but it does part of it and it is free appsource.microsoft.com/.../pubid.aitana_management_sl|aid.idynamics_internal_notes|pappid.bfec7d00-c0ce-420f-845c-653287d3c60f
2) For customer facing you can develop a report (modify the report) to does what you want.
3) or submit the idea here to help others as well. experience.dynamics.com/.../
I wasn't referring to changing totals or adding amounts -- just making comments.
exactly
Hi Zhu:
I don't think that this works for a Posted Sales Invoice. :(
John
You cannot add lines, even comment lines.
Comments are not financial so adding a comment to a posted invoice has no impact on the total.
I believe that the original question was to put a comment on the invoice and resend with the comment.
Hi,
as far as I understand you want to add some additional information on a posted invoice, e.g. additional freight charges.
In my opinion this is not possible because you edit a "posted" invoice which is not a decision because it changes the amount of your invoice and the invoice is already posted into your accounting.
For additional charges you have to make a new invoice in my opinion.
If you want to only add the additional charges as text then you have to make a customized report which prints the comments you added on your posted invoice.
I just tried using this field on a posted sales invoice. I can add the comment and check the flag and none of the standard invoice formats will print the comment. If the option is there, the feature should work. I tried to edit the layout of the invoice and there is no choice to add the comments or test for the print on invoice. [tag:bug]
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