Where to save specific customer account delivery instructions?

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Posted on by Unknown geen idee

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Where to save specific customer account delivery instructions?

Some of our customers have specific days/times on which they receive deliveries, some customers can only receive deliveries by truck with a tailgate as there is no forklift on location.

I have not been able to find any field/section in which to store this data. The current solution by distributing an Excel sheet with instructions is prone to error. We would like to have this data in D365 and pass it on with relevant orders/picking routes/documents.

If you have any suggestions on how best to include this in D365, I would much appreciate your thoughts.

Kind regards,

Koen

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Unknown geen idee 124 on at

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RE: Where to save specific customer account delivery instructions?

Dear Danny,

Thank you for your quick response and suggestion. I had a brief look and think you might be on to something here ... let me do some testing and figure out if this could work for my organization.

Thank you!

Koen
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Danny Bilodeau 4,335 Moderator on at

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RE: Where to save specific customer account delivery instructions?

Hello Koen,

Have you considered Advanced Notes for this. You basically setup up a specific 'Delivery Info' document type of Simple Note and configure it in Customer Advanced Notes setup. When a customer has specific delivery instructions that need to be passed for example to the Packing Slip, you use the Attachment functionality to add a note with this type to teh customer account.

Here is some documentation on how to make it work, including how to have this type of notes appear on some specific documents :learn.microsoft.com/.../emea-ita-exil-structured-notes