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How to add note to a Purchase Order

Posted on by 25

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.

  • Martin Dráb Profile Picture
    Martin Dráb 225,672 Super User on at
    RE: How to add note to a Purchase Order

    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?

  • Verified answer
    AnnieMac23 Profile Picture
    AnnieMac23 25 on at
    RE: How to add note to a Purchase Order

    Thanks all, I ended up using the Attachment feature.

  • OsmanIstanbul Profile Picture
    OsmanIstanbul 2,801 on at
    RE: How to add note to a Purchase Order

    Hi

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to add note to a Purchase Order

    Hi Annie, 

    Does this standard feature not work for you?

    att.png

    Best regards, 

    Ludwig

  • Martin Dráb Profile Picture
    Martin Dráb 225,672 Super User on at
    RE: How to add note to a Purchase Order

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

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