In AR there's a parameter to "Copy notes when transferring to sales order". This same functionality would be great to have on the purchasing side. A user should be able to setup a vendor note that copies onto a purchase order.
Comments
Advanced notes set up on a vendor Do carry over to the Purchase order if they are marked External
Category: Procurement and Sourcing
Great idea. The advanced notes only satisfies the requirement for external notes, but a standard option (like for sales) that copies vendor notes to purchase orders (and planned purchase orders) would greatly assist purchasing teams with internal instructions. We had to design an extension to accommodate this on a project because it is lacking from standard.
Category: Procurement and Sourcing
Agreed, our Procurement Team are very disappointed as they had assumed this feature would exist in D365FO. They were banking on being able to add general notes that apply to all orders for the supplier. This would mean they write the notes only once and not on every PO
Category: Procurement and Sourcing
Administrator on 5/28/2019 10:43:32 AM
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft