configure customer and product notes to copy automatically to the sales order

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© 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com

MURRAY FIFE

DYNAMICS AX 2012 TIPS & TRICKS

CONFIGURE CUSTOMER & PRODUCT NOTES TO COPY AUTOMATICALLY TO THE SALES ORDER


CONFIGURE CUSTOMER AND PRODUCT NOTES TO COPY

AUTOMATICALLY TO THE SALES ORDER

BY MURRAY FIFE


What You Need For This Guide

All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center or deployed through Lifecycle Services. The following list of software from the virtual image was leveraged within this guide:

• Microsoft Dynamics AX 2012 R3

Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes.

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing [email protected].

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Questions

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Preface

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Configure Customer And

Product Notes To Copy

Automatically To The Sales

OrderWith the R3 release of Dynamics AX, a small but incredibly useful feature was added that allows you to configure default notes against the customer and product records that will automatically copy over to the sales order as it’s created. This is a huge productivity tool, especially if you have particular shipping and handling notes that you have had to enter against orders in the past.

Now you can just set and forget all of those notes and reminders.

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TIP & TRICKS FOR DYNAMICS AX 2012


Click on the Accounts Receivable Parameters menu item within the Setup group of the Accounts Receivable area page.

Configure Customer And Product Notes To Copy Automatically To The Sales Order

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When the Accounts Receivable Parameters maintenance form is displayed, select the Note Type that you want to use as the template document for your notes from within the Setup group of the Sales tab of the General page.


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Also check the Copy Notes checkbox within the Transfer to Sales Order group of the Sales tab of the General page.


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Now within the Customer account, add a new Note attachment to the record, using the type that you specified as the default note type in the Accounts Receivable Parameters.


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Also, if you want product notes to copy over to the sales order then add a new Noteattachment to the record, using the type that you specified as the default note type in the Accounts Receivable Parameters as well.


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Now when you create an order for the customer that has the automatic note setup against it, the customer note will automatically be added to the order header as an attachment.


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Also, if you add a product line that has a default note associated with it then that will copy over to the order line.


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And if you have notes configured to print on your order documents then they will automatically print without you having to lift a finger.

That saves a lot of time and manual entry of notes for sure!


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The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links.

50 Tips & Tricks For Dynamics AX 2012http://www.amazon.com/dp/1495487776/

Another 50 Tips & Tricks for Dynamics AXhttp://www.amazon.com/dp/1497383412/

Want More Tips & Tricks

http://www.amazon.com/dp/1495487776/

http://www.amazon.com/dp/1497383412/

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

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Murray Fife is a Microsoft Dynamics AX MVP, and Author with over 20 years of experience in the software industry.

Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions.

EMAIL [email protected]

TWITTER @murrayfife

SKYPE murrayfife

AMAZON www.amazon.com/author/murrayfife

WEB www.dynamicsaxcompanions.com

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