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Notes on Line Items in Sales Order on Mobie

  • July 1, 2021
  • 3 replies
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Freshman I
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How can we put notes on specific line items on a Sales Order in the Mobile App?

Best answer by Julia Golomidova

Hello @jvinski71,

According to the current functionality:

1. It's possible to manage header notes of sales order records in the mobile app

2. It's possible to manage header and line files of sales order records in the mobile app

3. It's not possible to add/view line SO notes in the mobile app

Please, vote for the idea: https://community.acumatica.com/ideas/add-notes-via-the-mobile-app-5189

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3 replies

Julia Golomidova
Captain II
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Hello @jvinski71,

According to the current functionality:

1. It's possible to manage header notes of sales order records in the mobile app

2. It's possible to manage header and line files of sales order records in the mobile app

3. It's not possible to add/view line SO notes in the mobile app

Please, vote for the idea: https://community.acumatica.com/ideas/add-notes-via-the-mobile-app-5189

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With Best Regards, Julia
    Freeman Helmuth
    Semi-Pro I
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    @Julia Golomidova  Can you specify where the functionality of view notes for the sales order header is located? I cannot find it.

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    Julia Golomidova
    Captain II
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    Hello @Freeman Helmuth,

    Header notes of sales order records in the mobile app can be found on the Summary tab as shown in the screenshot below.

     

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    With Best Regards, Julia
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