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Setup page · Accounts payable

Vendors advanced notes groups

A setup page (Italy, Advanced notes management) for groups of vendors that share advanced notes.

Used by
Accounts payable clerk, Accounts payable manager, Auditor and 21 more roles
Business process
Maintain vendors in Dynamics 365 Supply Chain Management
Menu item
VendNotesGroup_IT
Main table
FreeNotesGroupsTable_IT
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page (Italy, Advanced notes management) for groups of vendors that share advanced notes.
What you do hereUsed to create advanced notes groups that are then assigned to vendors on the Purchase orders defaults FastTab, so the same notes apply to a group of vendors.
ExampleSimilar notes must be printed on purchase documents for a group of vendors, so you create a group and assign those vendors to it.
Vendors advanced notes groups page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage supplier relationships › Onboard new suppliers › Maintain vendors in Dynamics 365 Supply Chain Management
Menu pathAccounts payable › Setup › Advanced notes › Vendors advanced notes groups
Set up first—
Used next byAll vendors Microsoft Learn ↗
Related pagesVendors advanced notes setup Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Vendors advanced notes groups1 screen

Defines groups of vendors that should receive the same predefined notes on purchase documents.

  1. Screen 1

    Create the vendor advanced notes group

    Go to Accounts payable > Setup > Advanced notes > Vendors advanced notes groups

    1. Select New
    2. Enter the group, name and module
    1Advanced notes groupBEAT-AP
    NameAtlas synthetic vendor notes
    ModuleVendor
    Create the vendor advanced notes group (zoomed on the outlined fields)
    Show the full screenCreate the vendor advanced notes group
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts payable > Setup > Advanced notes > Vendors advanced notes groups.
  2. Create the groups of vendors that should share the same notes.
  3. Go to Accounts payable > Vendors > All vendors.
  4. On the Purchase orders defaults FastTab, in the Advanced notes section, assign each vendor to its group.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Advanced notes group—BEAT-AP—
Name—Atlas synthetic vendor notesName
Module—VendorModule

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Vendors advanced notes groups——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemVendNotesGroup_IT Checked in Dynamics 365
FormFreeNotesGroups_IT Checked in Dynamics 365
TableFreeNotesGroupsTable_ITShown as “Advanced notes group” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesManagement of document notes FreeNotesMaintainFreeNotesView FreeNotesViewDutiesInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into shipping policies InventShippingPoliciesInquireEnable shipping process InventShippingProcessEnableInquire into quotation to sales order policies SalesQuotationToSalesOrderPolInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnableInquire into invoice and payment policies VendInvoiceInvoicePaymentPoliciesInquirEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnableMaintain vendor invoices VendInvoiceVendorInvoicesMaintainInquire into vendor invoice status VendInvoiceVendorInvoiceStatusInquire
24 security rolesAuditor AuditPolicyManagerCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerLanded cost agent ITMAgentAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable centralized payments clerk PaymAccountsPayableCentralPaymClerkAccounts payable payments clerk PaymAccountsPayablePaymentsClerkAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManagerRetail service RetailServiceSales manager TradeSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManagerWarehouse planner WHSWarehousePlannerWarehouse manager WMSWarehouseManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendNotesGroup_IT
Integrate with—
Table definitionFreeNotesGroupsTable_IT columns and relations Microsoft data model ↗

Everyone

8Sources and checks