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Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Adding Free Text note to a Normal Sales Invoice

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Posted on by

I would to be able to add an adhoc free text note to appear on an individual Sales invoice.

Is there a standard place to enter this text? can it be entered on the Sales Order?

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I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello bri_mur,

    Have you tried using document notes for this purpose and include it on your sales order invoice document?

    Via the AR form setup you should be able to get them printed on your invoice.

    Hope it helps,

    Ludwig

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    There is a field called Text in line details where you can enter text with length description

    Regards

    Narayan Seshaddri

  • Suggested answer
    Thomas Weston Profile Picture
    487 on at

    Hi bri_mur,

    You are probably aware, but would the attachments functionality be suffice on the sales order?

    SO-note.PNG

    Then from here you can include some free text information via attachment type 'note':

    SO-note.PNG

    This sales order line should now have a highlighted attachments field when looking at it from the list pane, however user will have to dig into the attachments to see the note atatched

    Hope this was of some help! 

  • Community Member Profile Picture
    on at

    Thomas I require this text to appear on the printed invoice for the customer to read

  • Community Member Profile Picture
    on at

    at present the Item description is prefilled in this field is there anyway to set this blank?

  • Community Member Profile Picture
    on at

    I am currently using the document notes field on the sales header for delivery note extra information to appear on the paper work:(

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Can you please check your AR form setup?

    (AR/Setup/Forms/Form Setup)

    Example:

    FormSetup.png

    This should make it work

    Regards,

    Ludwig

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