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Sales Order's note and attached file are not transfer to Production Order.

  • Aug 28, 2024 7:26 PM UTC
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Jr Varsity II
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Hi There,

We wonder if anyone is able to get the Notes and attached file from the Sales Order to transfer to the Production Order?  We checked the settings for the Order Types (ie. for both Sales Order Types and also Production Order Types) but the copy notes option is not there for Production Order.  Please advise if the setting is elsewhere.  Thanks...

Best answer by angierowley75

This functionality is not yet available - you would need to accomplish it via a customization.

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    angierowley75
    Acumatica Moderator
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    • angierowley75
    • Acumatica Moderator
    • Answer
    • Aug 28, 2024 7:31 PM UTC

    This functionality is not yet available - you would need to accomplish it via a customization.

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      Jr Varsity II
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      • dngu
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      • Jr Varsity II
      • Aug 28, 2024 7:48 PM UTC

      Hi @angierowley75  Thank you for your confirmation!

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