Microsoft Dynamics AX (Archived)

Notes on a Purchase Order

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Posted on by Scott Rusoff

357

how do I print my notes from document handling on a purchase order.

Thanks,

Scott

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Community Member on at

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Re: Notes on a Purchase Order

Scott, I'm not sure I understand what you're trying to do. If what you're dealing with is simply a note, why not enter the text within the Attention Information Block, under the Address tab in the Purchase Order Screen? Whatever is entered in that box shows up on the final printed purchase order by default. If you don't want it to say, "Attention Information," you can always change it. Document Handling is used primarily to reference a document (or any other) file that has something to do with the transaction or entity. For instance, an item maybe linked to a blueprint or schematic. A purchase order to a vendor might result in a sales order receipt document from that vendor, so that's something else you might use document handling. AX doesn't functions the way you're describing.

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kr@nthi 210 on at

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Re: Notes on a Purchase Order

look into the form setup in AP -> Setup -> Forms -> Form setup.

In the Purchase Order tab - in the Note Group - Set the Include Documents on Sheets to "Header".

Select the document type - which you to print in the Purchase Order.

So when you attach a document to the purchase order header - select this document type and set the Restriction to External...

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Scott Rusoff 357 on at

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Re: Notes on a Purchase Order

I attached a note to a purchase order, where on the form is it supposed to print.

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kr@nthi 210 on at

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Re: Notes on a Purchase Order

If you have done with the above setups,then it will be printed on the Purchase Order(when you take a print of it)

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Scott Rusoff 357 on at

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Re: Notes on a Purchase Order

I did all mention above, select restriction to external, but do I select attached checkbox, because it is grey out.

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RE: Notes on a Purchase Order

I'm wondering if you ever got resolve for this.

I'm having the same issue.

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Jonnix 167 on at

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RE: Notes on a Purchase Order

Hi,

Hope you have find the solution since the time.

But this is an answer for all others.

First step is to go to Procurement and sourcing module \ Setup \ Forms \ Forms setup :

and to setup what note you want to print on the report.

In the purchase Order section, setup if you want to include line notes, header notes, both of them or none :

And select the document type also (you can create a specific note type for your requirement for exemple).

Second step is to go to your purchase order and add your note.

For exemple for me on the line :

The restriction needs to be "External".

Once this is done, you can see your text on your purchase order :

Hope this can help,

Please mark the question as reply if it's the case.

Jonnix

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