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

Notes for sales order

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Posted on by AXBOY 625

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

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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

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