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Free text field on customer card

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Posted on by TH2022

Is there any way to have a free test field on customer cards that can be pulled through to picking lists and sales orders, but not show on final invoices?

For example, if a customer needs a specific packing configuration, or booking in procedure so it would show for the warehouse when picking

(please forgive the basic questions, I'm fairly new to the system - NAV2018)

many thanks

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Amit Baru 3,025 on at

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RE: Free text field on customer card

Hi,

For this use No. 2 field or if you length constraint, then Create New field in Item Table for achieving the requirement

Regards

Amit Sharma

www.erpconsultors.com

linkedin.com/in/amit-sharma-94542440/
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YUN ZHU 73,472 Super User 2024 Season 2 on at

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RE: Free text field on customer card

Hi, I suggest you add a new field to manage your specific needs.

If you want to use standard fields, maybe Name 2 is a good choice, as this is not often used. But this field is not displayed directly on the page and also requires a small customization.

You can also try other features, such as the Comment.

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Free text field on customer card

You can use extended text connected to the items. In the extended text you can define what sales / purchase documents you want the extended text to be printed on. You might have to do some report customization to make it work 100% like you want to.

docs.microsoft.com/.../ui-how-define-ext-text