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SOOrder or SOShipment Notes

  • December 22, 2022
  • 5 replies
  • 236 views
D
Freshman I
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Is there a way in a Generic Inquiry to pull the Enter Record Notes that have been entered either on the SOOrders or SOShipment screens?

Our customer service team puts notes in these field and it would be helpful to pull those note in a GI.

Thaak you! 

Best answer by Manikanta Dhulipudi

Hi @Del 

I used the data field SOorder. Note Text and able to get the Notes description.

Similary if you want in Invoice  SOINVOICE. NOTE Text

Thanks

    J

    5 replies

    Manikanta Dhulipudi
    Captain II
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    Hi @Del 

    Add Note ID in the GI as shown below 

     

    1 Attachments
    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    J
    D
    Freshman I
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    • Del
    • Author
    • Freshman I
    • December 22, 2022

    manikantad18

    Thank you but when I add noteID to the GI it adds a column to the output that shows a unique ID for the note not the not icon on the side of the GI.  

    NOTE: this is not on the SOOrders GI this is on a new GI I am working on.

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    Hi @Del 

    I used the data field SOorder. Note Text and able to get the Notes description.

    Similary if you want in Invoice  SOINVOICE. NOTE Text

    Thanks

    Acumatica Functional Consultant & Customer Experience Supervisor
    joakley
    K
    Chris Hackett
    D
    Freshman I
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    • Del
    • Author
    • Freshman I
    • December 22, 2022

    manikantad18

    That worked 

    Thank you!!

    Manikanta Dhulipudi
    Chris Hackett
    J
    Semi-Pro III
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    • jzhu
    • Semi-Pro III
    • December 3, 2024

    Hi ​@Manikanta Dhulipudi I was running into similar issue for PO and using POOrder.NoteText worked for me as well. However I realize that when I Group the records by PO number, this note field goes away. Do you have any idea why that would be? Thanks in advance!

    When I don’t group, this record note field shows up twice because I have two activities for this PO
    When I group it because I only want to see the most recent activity for this PO, the record note disappear 

     

    Chris Hackett
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