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 236,570 Most Valuable Professional on at

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RE: How to add note to a Purchase Order

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

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Ludwig Reinhard Microsoft Employee on at

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RE: How to add note to a Purchase Order

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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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?

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AnnieMac23 25 on at

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RE: How to add note to a Purchase Order

Thanks all, I ended up using the Attachment feature.

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Martin Dráb 236,570 Most Valuable Professional on at

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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?

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