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Generic Inquiry for Document and Line Notes

  • May 20, 2025
  • 2 replies
  • 77 views
F
Freshman I
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Hi Acumatica,

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

Thanks!

Best answer by svwk05

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!!!

YasasWithanage76

2 replies

YasasWithanage76
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

Chris Hackett
S
DipakNilkanth
S
Semi-Pro III
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  • svwk05
  • Semi-Pro III
  • 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!!!

Chris Hackett
nhatnghetinh
DipakNilkanth
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