Skip to main content
Solved

Stock Item and Non-Stock Item notes populating into Purchase Order lines


claudematherne24
Jr Varsity III
Forum|alt.badge.img

Hello everyone, 

I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO.

 

Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

Best answer by Manikanta Dhulipudi

hI @claudematherne24 

 

As @kbeatty21 Indicated this required customization.

You have an option of Notes features in stock Items, Do customization to add the notes by default whenever the stock Item is added to the Purchase order, sales order and sales quotes.

Or use Pop up note feature as a reference of Notes details when ever you add an Item in PO and SO.

Thanks

View original
Did this topic help you find an answer to your question?

8 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • October 11, 2022

HI @claudematherne24 

Where are you trying to copy notes from? The sales orders?


claudematherne24
Jr Varsity III
Forum|alt.badge.img

No, I’m looking at the notes at the individual stock and non-stock item.  I am looking for the note on the stock item master to pull into the PO.

 


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • October 11, 2022

Hi @claudematherne24 

I don’t think I’ve ever seen it copy to PO’s or SO’s from the inventory item. I believe this would need to be a customization. 


claudematherne24
Jr Varsity III
Forum|alt.badge.img

That’s what I was afraid of lol.

 

Thanks


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

hI @claudematherne24 

 

As @kbeatty21 Indicated this required customization.

You have an option of Notes features in stock Items, Do customization to add the notes by default whenever the stock Item is added to the Purchase order, sales order and sales quotes.

Or use Pop up note feature as a reference of Notes details when ever you add an Item in PO and SO.

Thanks


claudematherne24
Jr Varsity III
Forum|alt.badge.img

Thanks everyone


Dana Moffat
Acumatica Moderator
Forum|alt.badge.img+2
  • Acumatica Moderator
  • 552 replies
  • October 13, 2022

@claudematherne24 i encourage you to post this as a New Idea.  Let’s see how many others are looking for this functionality as well.  Are there other use cases for Item notes?

-Dana


claudematherne24
Jr Varsity III
Forum|alt.badge.img

Done.  Great idea.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings