Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Andrea Gabel]

Hi, we’re looking to be able to type a short note to a vendor and have it print on the PO / PINV.  I have hunted the Serenic knowledge base and don’t see where this functionality is.  I would think this would be native, built-in functionality, but am not seeing it on any fast tab.  Does anyone know how or where I can enter a custom comment and have it print on each document?  I don’t want to enter it at the customer card level, as it has to vary with each PO/PINV.

Thank you in advance for your help!

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Andrea Gabel
Manager of Financial Systems & Reporting
City of Naples Airport Authority
NAPLES FL
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[Jamie Theis]

Andrea,

I simply add a blank in the Type column  (typlically I just key the space bar) tab to discription and add a couple dashes to break it from the Item above and type my note to vendor. (See below)

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Jamie Theis
Purchasing Manager
Hewitt Docks, Lifts & Pontoon Legs
Nicollet MN
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[Soren Smith]

Hi Andrea,

You got the perfect answer from Jamie in how to do it.
It is standard functionality in NAV to do it like this.

You can also use TEXT codes behind it, so on a type <Blank> you can in the “No.” field look-up to standard text codes.  In here you could have a code for the delivery days, as well as a code for standard greetings.
The latter just to make it easier for the users to select a code instead of typing the message.

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Soren Smith
Nielsen & Partners Ltd
Cape Town
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