Skip to main content
Solved

Generic Inquiry for Document and Line Notes

  • May 20, 2025
  • 2 replies
  • 174 views
Freshman I
Forum|alt.badge.img

Hi Acumatica,

May I link a document and line notes in a generic inquiry?

Thanks!

Best answer by Saikrishna V

Hi ​@Fie 

You can retrieve the document notes from the header using the NoteText field by joining the tables using NoteID, and set the Attach Notes to header DAC.

Below is a sample implementation I worked on the Sales Order screen:

Hope this helps!!!

    2 replies

    Yasas Withanage
    Acumatica Employee
    Forum|alt.badge.img+5

    Hello ​@Fie ,

    I am not sure how to pull the notes in the document header (maybe PX.Data.Note table).

    However, for notes in the document line, you can just select the line table in the Attach Notes To field.

     

    Thanks

      Captain II
      Forum|alt.badge.img+3
      • Saikrishna V
      • Captain II
      • Answer
      • May 20, 2025

      Hi ​@Fie 

      You can retrieve the document notes from the header using the NoteText field by joining the tables using NoteID, and set the Attach Notes to header DAC.

      Below is a sample implementation I worked on the Sales Order screen:

      Hope this helps!!!

      SaiKrishnaV | https://www.linkedin.com/in/saikrishna-vaddepalli-aa67b8225
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved