Configure Notes To Print On Standard Forms Like The Order Confirmation

The forms standard forms like the Order Confirmation are a lot more dynamic than you may think. If you have standard notes that you want to include on every document, or if you need to add record specific notes to the header of the lines then they can be configured to pick up the document attachment notes all without a single line of code.

No more sticky notes on your documents.

Getting Ready…

Before we start we need to make sure that the notes are configured to show on the standard documents within Dynamics AX. In order to do this, click on the Form Setup menu item within the Forms folder of the Setup group within the Accounts Receivable area page.

When the Form Setup options are displayed, click on the form that you want to include the notes on.

From the dropdown box for the Include documents on sheets field select the locations that you would like the notes to display on.

From the dropdown box for the Include documents of type field select the type of note that you would like to display on. You can create additional document types if you like to further differentiate the notes.

When you have done that, just click on the Close button to exit out of the form.

How To Do It…

To setup standard notes that display on the documents, click on the Form Notes menu item within the Forms folder of the Setup group within the Accounts Receivable area page.

When the Form Notes maintenance form is displayed, you can select the form that you want to add the standard verbiage to and then add the text to the Form Note memo box.

When you have done that, just click on the Close button to exit out of the form.

To add a note to the header of the order, click on the Attachments menu button within the Attachments group of the Sales Order tab of the Sales Order record.

When the Document Handling dialog box is displayed, add a new note with the same Type that you specified in the form setup, add the notes into the body of the attachment, and then set the Restriction field to External.

When you have done that, just click on the Close button to exit out of the form.

To add a note to the order line, click on the Sales Order Lines menu within the Sales Order Lines group and select the Attachments menu item.

Just as with the header notes, when the Document Handling dialog box is displayed, add a new note with the same Type that you specified in the form setup, add the notes into the body of the attachment, and then set the Restriction field to External.

Note also that you can add as many notes as you like to the line (or header).

When you have done that, just click on the Close button to exit out of the form.

How It Works..

Now when you print out the Order Confirmation, all of your notes will be picked up and printed.

Rock on!

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8 comments
    • Babita said:

      can we display note’type’ in report

  1. great stuff thanks for given such useful information

  2. Greg said:

    This is great for permanent notes, is there a way to attach one time notes?

  3. CB said:

    Can we add notes from the Item master to Production Order as well?

  4. Beth said:

    Is there a character limit on a note in the header? Also is there a way to print a header note on page 1 and a footer note on the last page?

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