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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Notes for sales order
Microsoft Dynamics AX (Archived)

Notes for sales order

(0) ShareShare
ReportReport
Posted on by AXBOY 607

Hi Everyone,

Can anyone pls tell me how to create notes when creating a sales order and where can i view the created notes from front end?

Thanks in advance

*This post is locked for comments

I have the same question (0)
  • Yohann Rolland Axcible Profile Picture
    Yohann Rolland Axcible 3,111 on at

    Hi,

    You can create a SO note from So header and SO line.

    Header : from the sell tab on the upper part, click on document (or document or attachement) added in the document section

    Line : select a line and click on sales order line > Note (or document or attachement)

    At first you need to create a Note Document types (category = Note) under Organization administration

    You can view the note on the same place.

    Also printed in your documents (SO confirmation, invoice...) depending of if the note is internal or external.

  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at

    Hi AXBOY.

    You can find a very good article here.

    best regards

    Christoph

  • Verified answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at

    Hi,

    There are 2 options: Notes and Attachments

    2018_2D00_04_2D00_04_5F00_15_2D00_22_2D00_42.png

    In addition to that, to watch this video it might help as well - https://organicax.com/2014/08/06/sales-notes-in-ax2012-r3/? Once you create record in the Notes or Attachments, the record in the DocuRef table is created.

  • Community Member Profile Picture
    Community Member on at

    Hi

    I would like to known which is entity for this ?

    Thanks

    JGH

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans