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Notification Template - Invoice.Note

  • 25 June 2021
  • 2 replies
  • 305 views
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Greetings,

I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.

Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?

The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.

Thanks.

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Best answer by Gabriel Michaud 30 June 2021, 20:57

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Gabriel Michaud
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Acumatica dynamically adds a field called NoteText whenever the record supports the ability to have a note. For an AR Invoice/Memo notification template, you can use ((Document.NoteText)) in the message and it will pull the note at the document level. The field is not listed when you click on Insert->Data Field but I can confirm it works fine.

 

 

 

Gabriel Michaud Founder @ Velixo, Excel-based reporting for Acumatica
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@Gabriel Michaud  thank you for this, very useful and helpful!  NotePopupText also works!

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