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

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With 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 …

With 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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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CONFIGURE CUSTOMER & PRODUCT NOTES TO COPY AUTOMATICALLY TO THE SALES ORDER
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com CONFIGURE CUSTOMER AND PRODUCT NOTES TO COPY AUTOMATICALLY TO THE SALES ORDER BY MURRAY FIFE
  • 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  • 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein 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 doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Configure Customer And Product Notes To Copy Automatically To The Sales Order Withthe R3 release of DynamicsAX,asmall butincrediblyuseful feature wasadded that allowsyoutoconfigure defaultnotesagainstthe customerandproductrecords that will automaticallycopyovertothe salesorderas it’screated. Thisisa huge productivitytool,especiallyif youhave particularshippingandhandlingnotesthatyou have had toenteragainstordersinthe past. Now youcan justset andforgetall of those notesandreminders.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Clickonthe Accounts Receivable Parametersmenuitemwithinthe Setupgroupof the Accounts Receivable areapage. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe Accounts Receivable Parameters maintenance formisdisplayed,selectthe Note Type that youwantto use as the template documentforyournotesfromwithin the Setup groupof the Salestab of the General page. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Alsocheckthe Copy Notescheckbox within the TransfertoSalesOrder groupof the Salestab of the Generalpage. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now withinthe Customeraccount,adda new Note attachmentto the record,using the type that youspecifiedasthe defaultnote type inthe AccountsReceivable Parameters. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Also,if youwantproductnotestocopy overto the salesorderthenadda new Note attachmenttothe record,usingthe type that youspecifiedasthe defaultnote type in the Accounts Receivable Parametersas well. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now whenyoucreate an orderfor the customerthathas the automaticnote setup againstit,the customernote will automaticallybe addedtothe orderheaderasan attachment. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Also,if youadda productline thathasa defaultnote associatedwithitthenthatwill copyover tothe orderline. Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Andif you have notesconfiguredtoprintonyourorder documentsthentheywill automaticallyprintwithoutyouhavingtoliftafinger. That savesa lotof time andmanual entryof notesforsure! Configure Customer And Product Notes To Copy Automatically To The Sales Order
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew 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 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics 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 workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author

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