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

  • 11 October 2022
  • 8 replies
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Userlevel 3
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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.

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Best answer by manikantad18 11 October 2022, 20:53

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Userlevel 7
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HI @claudematherne24 

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

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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.

 

Userlevel 7
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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. 

Userlevel 3
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That’s what I was afraid of lol.

 

Thanks

Userlevel 7
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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

Userlevel 3
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Thanks everyone

Userlevel 7
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@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

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Done.  Great idea.

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