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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Note is dupli...
Finance | Project Operations, Human Resources, ...
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Customer Note is duplicated data on Invoice

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Posted on by Ett 489

Hi guys,

When I added Notes (external restriction) to Customer table, it seems to link directly to every SO. That's why when I print Invoice, the note is duplicated. I have to go back each order, change 1 Note to "Internal" restriction, it woks. Only 1 note is displayed on Invoice as I expected.

The question is: I dont want to manually change restriction before invoice (coz we post invoice by batch). If I add note to Customer table, how can it link directly to Invoice? (avoiding duplicate note)

Many thanks

pastedimage1597884743128v1.png

Thank you

  • Ett Profile Picture
    Ett 489 on at
    RE: Customer Note is duplicated data on Invoice

    Hi guys,

    I would like to share with you the solution.

    On AR setup, if you dont want to copy note from customer to SO, you can untick here.

    pastedimage1598418819066v1.png

    Hope it helps.

    Thks

  • Ett Profile Picture
    Ett 489 on at
    RE: Customer Note is duplicated data on Invoice

    Hi Martin,

    I updated to my question why Note is duplicated on my previous post. In this post, I am asking for solution.

    Thanks

    Ett

  • Martin Dráb Profile Picture
    Martin Dráb 230,235 Most Valuable Professional on at
    RE: Customer Note is duplicated data on Invoice

    This seems to be a duplicate of your other thread Duplicate Customer Note on Tax invoice. Please continue the discussion there; repeating the same things in two parallel thread doesn't add any value.

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