How to add note to a Purchase Order

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Posted on by AnnieMac23

Hello,

I'm trying to add a note to a Purchase Order in the Header section but everything I've tried to add through Personalization comes up greyed out and I cannot edit/add anything to the field. I just want to be able to add some text so I can reference different Purchase Orders, nothing fancy. Thank you in advance for all help and advice.

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Martin Dráb 237,805 Most Valuable Professional on at

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Couldn't you simply use an attachment of type Note?

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Ludwig Reinhard Microsoft Employee on at

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Hi Annie,

Does this standard feature not work for you?

Best regards,

Ludwig

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OsmanIstanbul 2,818 on at

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Hi

did you try to add the field to the form on report design instead of personalization?

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AnnieMac23 25 on at

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Thanks all, I ended up using the Attachment feature.

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Martin Dráb 237,805 Most Valuable Professional on at

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Wouldn't it be more appropriate if you marked as the verified anwer the replies where we suggested this feature, rather then your own reply where you merely accepted the suggestion?

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