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Quote/Order/Invoice Document Notes

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Posted on by BradTurk

Today we noticed that if someone enters a note on a document (Note button next to document number) that same note is showing up on all the documents of the same type. We have noticed this on Quotes, Orders, and Invoices. Example:

We entered a Document Note on a Quote for customer A. Shortly afterwards, go to a different Quote for customer B and Document Note from the Quote for customer A is showing up on the Quote for customer B.

Any ideas?

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Community Member Microsoft Employee on at

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Re: Quote/Order/Invoice Document Notes

Hi Brad,

It is kind of silly question... Are you using the note icon next to “Document No.” field or the “Type/Type ID” field?

The note with “Document No.“ is specific to the transaction. However, note next to “Type/Type ID” is same for all transactions of same type. Example: Quotes for all customers.

Rubal,

http://dynamicsgphelp.com/