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beth1026
May 20, 2020
Question

Am I able to get the Notepad notes on the Sales Order transaction on the Open Sales order report

  • May 20, 2020
  • 7 replies
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7 replies

Ryan_M
May 20, 2020

Hi @beth1026,

 

I'm here to provide insight into your query on the notes of a sales order transaction.

 

Whenever you run the Open Sales Order report, you can double-click on any given sales order transaction. Once open, click the Transaction tab on the right-hand side to have access to the Notes of that specific transaction.

 

Repeat the instructions above for all other sales order transactions you need to have the notes accessed. 

 

In case you encounter an issue with your sales orders that are marked as closed in error, see this article for troubleshooting steps: Some Sales Orders or Estimates may be incorrectly marked as closed. 

 

Feel free to place a comment below if you have other questions in mind. I'll get back to you as soon as I can. 

beth1026Author
May 27, 2020

So, I cannot get the notes onto the report? Correct?

Ashley H
Ashley H
May 27, 2020

Thanks for the reply, @beth1026.

 

You can only add Notes to each transaction and have a column in the Report to show that information. I've provided the steps below on how to add the Notes column to your Report:

  1. Open the Open Sales Orders by Item Report.
  2. Click on the Customize Report button at the top of the Report.
  3. In the Display tab, type Notes in the Search Columns and place a check-mark to add.
  4. Hit OK.

Now you have a column in your Report to show the Notes of each transaction.

 

If you need further assistance, please let me know! I'm always here to help you in any way that I can. Have a great rest of your week.

 

 

 

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