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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Commercial Invoice Notes
Microsoft Dynamics AX (Archived)

Commercial Invoice Notes

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Posted on by Community Member

Hi all, I was wondering, is it possible to add commercial invoice notes automatically on a per-customer basis? Is that part of standard AX 2009 functionality, or would it have to be coded in?

All of my experience of notes has been that they are on a per-sales order basis, not on a per-customer basis.

Many thanks,

Anna

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello AnnaD,

    AX2009 offers you the possibility to overwrite the default print management setup that is used - for example - for your invoices at the customer basis by selecting your customer and then setup=>print management setup. This basically allows you creating customer specific invoices for which end users could setup a default footer text of up to 50 characters. If you require a bit more of customer specific text and layout you need to talk to a developer who can help you modifying and designing your invoice document as required.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks so much for your reply Ludwig. Sorry for the slow response, I've been busy on a couple of other projects here at work. I see the Sales Order Invoice Footer Text that you referenced in your reply, but for some reason it is grayed out and not editable. How can I make that editable? I'm guessing that there is some sort of overriding print management setup somewhere.

    Many thanks,

    Anna

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Anna,

    If you see the document can you do a right-mouse click and select 'override'. The field should then become editable.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks Ludwig, is it possible to add notes to the Invoice itself without customization, or can only the footer be changed without customization?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello AnnaD, there are only limited possibilities modifying the footer without modification. I believe that also your company made some adjustments to the standard documents. If you are not sure what has been modified, it is better talking to a developer first.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks Ludwig, I appreciate the help!

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