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I have read the many questions here regarding just being able to read notes on previous order pages. Here I am speaking of the notes box on the lower right of the page and not about line notes.
What happens is that when you invoice an order, the notes are not brought into the sales invoice. In addition, there is no way to retrieve the sales order page for an order that has been invoiced.
So the question is... how can we get the internal notes to populate into the sales invoice page when the order is invoiced?
These are important notes that we keep regarding dealing with the customers and vendors on each transaction such as who approved expedited shipping, conflict resolution and so on and they should be kept with the invoice as it transitions from an order in case there are any questions later on.
The first question in regards to bringing in the "Notes" into an Invoice will require a customized Invoice report. You need to contact your partner.
The second question in regards to the Sales Orders not being retrievable after invoicing, that can be handled with Sales Order Archives.
Make sure this box is ticked in the "Sales & Receivables Setup"
Go to "Sales Order Archives" and bring up the order you just invoiced
You will see that the note(s) are retained for your review
I did not remember there was a check box for the archiving. This will help a great deal.
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