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Generic Inquiry for Document and Line Notes

  • May 20, 2025
  • 2 replies
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Freshman I
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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!!!

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    2 replies

    Yasas Withanage
    Acumatica Employee
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    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

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      Captain II
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      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!!!

      Translate
      SaiKrishnaV | https://www.linkedin.com/in/saikrishna-vaddepalli-aa67b8225
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