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

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Jr Varsity II
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  • dngu
  • Jr Varsity II
  • 25 replies

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
    • 819 replies
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    • August 28, 2024

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

    If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
    Chris Hackett
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    2 people like this
    • Chris Hackett
      Chris Hackett
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      dngu
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    Jr Varsity II
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    • dngu
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    • Jr Varsity II
    • 25 replies
    • August 28, 2024

    Hi @angierowley75  Thank you for your confirmation!

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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