web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Sales Entry - Line Item comments disappearing

(0) ShareShare
ReportReport
Posted on by 5

Hello! I have ran into an issue where line item comments are disappearing for one of our CSR's. Is there any known glitches with the copy function? There doesn't seem to be any correlations between specific customers, specific line items, or anything else besides it being with one CSR who is entering in the orders. This CSR has been entering orders for years, and on a report that we run everyday the comments are there so at some point during when the sales order is made and when they look at it for production, it disappears. I know that this CSR uses the copy function for this. I haven't been able to confirm if any other CSR's do the copy function but I'm thinking maybe its an issue with that? Any info is appreciated! MyAccountAccess Credit Card

Categories:
I have the same question (0)
  • Suggested answer
    Almas Mahfooz Profile Picture
    11,009 User Group Leader on at
    RE: Sales Entry - Line Item comments disappearing

    While copying order is the "Copy Line Comments" checkbox is marked?

    Copy Line Comments

    Mark this option to copy line item comments from the existing order.

    copy.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 665 User Group Leader

#2
Martin Dráb Profile Picture

Martin Dráb 595 Most Valuable Professional

#3
Yng Lih Profile Picture

Yng Lih 558

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans