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[Ivan Farafonov]

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Hello,

Looks like it has to do with how the system is set up for these orders. In Dynamics 365, WMS-enabled warehouses handle things differently. Notes usually show up automatically in the pick list and shipping note when you start the first pick line. But for non-WMS warehouses, that doesn’t happen because of how the documents are set up.

To fix this, make sure the Notes you add to the Transfer Order are linked to the print management settings. Unlike Sales Orders, there isn’t a simple switch for Transfer Orders to automatically print Notes. You’ll want to check the Print Management setup for Transfer Orders. Ensure that the configuration for the pick list and shipping note includes Notes in the document layout. You might need to customize the Docentric templates used for printing.

If Notes still don’t show up in Docentric, it could be that the templates or data sources aren’t set up right. In that case, a developer may need to help adjust the print management or tweak the Docentric templates so that Notes are printed correctly from a non-WMS warehouse. Once that’s done, the Notes should appear just like they do for Sales Orders.

To get more information that might help, contact Dynamics 365 consulting experts https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/.