I was wondering if anyone can help me look behind the scenes and figure out if the Notes on the payment application is tied to any other record?
We would like for it to be tied directly to the invoice itself, so notes on the invoice appear on the line item in the payment record. However, the note field on the payment does not appear to be tied to the invoice, the line item on the invoice, the journal transaction, or anything else that I can see.
Any thoughts or help on this would be much appreciated!!
Notes in question are highlighted in redSee notes active here that do not pass through to the payment
Best answer by Julia Golomidova
Hi Kyle,
I tested the described scenario with the SalesDemo data and do not see any option that allows to copy line and document notes from AR Invoice documents to AR Payments created on the Invoices and Memos form using the Pay action.
Please, submit your change request to add functionality of copying notes from AR Invoices to AR Payments on the Ideas page, so that rest of the Acumatica community can see and vote for it.
I tested the described scenario with the SalesDemo data and do not see any option that allows to copy line and document notes from AR Invoice documents to AR Payments created on the Invoices and Memos form using the Pay action.
Please, submit your change request to add functionality of copying notes from AR Invoices to AR Payments on the Ideas page, so that rest of the Acumatica community can see and vote for it.
