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Notes from Order to Invoice

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Posted on by BW-03071031-0

Hi All,

Unsure if expected behaviour or a slight oversight but when entering notes onto Sales Orders I am unable to have visibility on these transferring to the posted invoice or the sales order archive... Is this an expected behaviour or is this an oversight on MSoft's side of things as far as note visibility is concerned?

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Dynamics 365 Business Central

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YUN ZHU 81,798 Super User 2025 Season 1 on at

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Notes from Order to Invoice

Hi, As gdrenteria mentioned, this is the standard feature.

And just adding some information, if you encounter the need for customization, you can refer to the information below.

Dynamics 365 Business Central: How to copy/flow Links and Notes from Purchase order to Warehouse receipt

https://yzhums.com/53080/

Dynamics 365 Business Central: How to copy/flow Links and Notes from Sales order to Warehouse shipment

https://yzhums.com/53137/

Thanks.

ZHU
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Gerardo Rentería Ga... 17,776 Most Valuable Professional on at

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Notes from Order to Invoice

Hi

I hope this can help you.

Dynamics 365 Business Central: How to copy Links and Notes to Posted Documents (such as from Sales Order to Posted Sales Invoice) – No customization | Dynamics 365 Lab (yzhums.com)

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GR