How to add note to a Purchase Order

(0) Share

Report

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.

I have the same question (0)

All responses (5)

Answers (1)

Sort by

Martin Dráb 239,385 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Annie,

Does this standard feature not work for you?

Best regards,

Ludwig

Was this reply helpful? Yes No
OsmanIstanbul 2,820 on at

Like (0)

Report
Copy link

Link copied!

Hi

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

Was this reply helpful? Yes No
Verified answer

AnnieMac23 25 on at

Like (0)

Report
Copy link

Link copied!

Thanks all, I ended up using the Attachment feature.

Was this reply helpful? Yes No
Martin Dráb 239,385 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No