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notes and attach file have disappear on sales order

  • February 17, 2025
  • 5 replies
  • 90 views

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i added conditional formatting to my sales order to this

 

after the weekend the notes and attachments files have disappeared.

how do i put it back

Best answer by aiwan

@SandyA 

 

If you have any grouping on the generic inquiry, this also removes any files/attachments.

 

Aleks

5 replies

Keith Richardson
Semi-Pro I
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If you look at the column selector on the upper left corner of the grid, are they in there?

Was the screen removed from the entry screen? I always go back to what has changed, if anything.


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  • Captain II
  • Answer
  • February 17, 2025

@SandyA 

 

If you have any grouping on the generic inquiry, this also removes any files/attachments.

 

Aleks


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  • Author
  • Freshman II
  • February 17, 2025

i did remove the grouping and it worked. thanks ​@aiwan 


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  • Author
  • Freshman II
  • February 17, 2025

@aiwan is there are way that i can group and still maintain the notes and attach file?

because without adding group my data will duplicate.


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  • Captain II
  • February 19, 2025

@SandyA 

 

You should review your joins in your GI, these are what will be causing the issues, I can see you have “Mark for PO” and “Mark for Production” as filters, so I am guessing you are joining at least SOOrder and SOLine, SOOrder usually contains many SOLines which means there could be various notes on each line.

 

I have never tried this so I do not know if it works but you could try to remove any grouping with your main parent table on your GI. Although, I do not think it is possible to have attachments/notes on a grouped GI.

 

Aleks