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Microsoft Dynamics GP (Archived)

Note Text for item record in RW

Posted on by Microsoft Employee

Please,  can we display the Note Text for any item record (for SOP documents  in note Item)  on a standard GP report (Report writer)?  If so how?.  The note is from the sales item detail window in comments field.

 Thanks

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  • Suggested answer
    Joshua Page Profile Picture
    Joshua Page on at
    RE: Note Text for item record in RW

    Hello!

    I'm not sure if you still need help on this one but below should help you out. In general you can add notes onto reports, the trick is knowing which table your linking from.

    1) Find the table you will be linking from to the notes table. (This can be master records like vendors, customers, accounts, etc or it can be record level notes on documents.)

    2) In Report Writer click on Tables>Tables.

    3) Select the needed table.

    4) Click Relationships.

    5) Click New.

    6) Press the elipses and add the Record Notes Master table.

    7) Setup the key as needed. (This varies depending on your from table).

    Below are a few KB's that covers multiple situations where you might want to link the record level notes table in SOP. The process is fairly similar for most links though.

    How to add the notes that are attached to the Shipping Method in the Shipping Methods Setup window to the SOP Blank Packing Slip in Microsoft Dynamics GP

    support.microsoft.com/.../925662

    Adding Item Record Notes to the SOP Picking Ticket

    support.microsoft.com/.../874983

    Adding Record Level Notes To The SOP Activity Order Detail Report

    support.microsoft.com/.../855511

    If you have any other questions please feel free to let me know!

    Joshua

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