Ideas for Acumatica

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Ability to copy SO header note to either shipment or Invoice

We have option to copy Line notes, Attachments to an Invoice or shipment ( setting on Order type screen). We need an option to copy the header level note/ attachment to shipment or an Invoice as well. 

  • Vijay Kumar
  • Jun 21 2017
  • Future consideration
  • Attach files
  • Jim Whorton commented
    16 Jul 15:59

    This is a hindrance and slows the shipping process. Please elevate this to the top.

  • Ellie commented
    10 Apr 14:59

    All SO Header info would be very useful on shipments in addition to invoices (Description, customer order nbr, external reference number, note)

  • Guest commented
    December 17, 2019 11:39

    At Least be able to copy the Note to the Shipment from Sales Order like the Sales Order Line Note in the Order Type preference

  • russ williams commented
    July 19, 2017 12:33

    We are in the process of customizing this.  Our last ERP system had a great notes system.  You could choose where the note would print (Pick, Pack, Invoice, All, etc).