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Setup page · Accounts payable

Vendors advanced notes setup

A setup page (Italy, Advanced notes management) where the text of predefined vendor notes and their applicability are defined.

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
VendFreeNotes_IT
Main table
FreeNotesTable_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) where the text of predefined vendor notes and their applicability are defined.
What you do hereUsed to set up notes that apply to all vendors, specific vendors or vendor groups, and to items; for vendors, purchase orders are the only available document.
ExampleNotes set up for applicable vendors and products are automatically generated as attachments to new purchase orders.
Vendors advanced notes setup 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 setup
Set up firstDocument types Microsoft Learn ↗
Used next byAll purchase orders Microsoft Learn ↗
Related pagesVendors advanced notes groups Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Vendors advanced notes setup1 screen

Defines the text, translations and applicability of predefined notes attached automatically to purchase orders for all or selected vendors.

  1. Screen 1

    Set up the vendor advanced note

    Go to Accounts payable > Setup > Advanced notes > Vendors advanced notes setup, Header tab

    1. On the Header tab, select New
    2. Choose the account code and account relation, then tick Purchase order
    3. Set Restriction to External
    4. Enter the note in Advanced note text
    1Account relationBEAT-000001
    Account codeTable
    Purchase orderYes
    RestrictionExternal
    Advanced note textBEAT synthetic demonstration only. No commercial commitment.
    Set up the vendor advanced note (zoomed on the outlined fields)
    Show the full screenSet up the vendor advanced note
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts payable > Setup > Advanced notes > Vendors advanced notes setup.
  2. In the lower part of the page, enter the note text in your default language.
  3. To add the text in other languages, select Translations.
  4. In the upper part of the page, set where the note applies by selecting the check boxes for the documents; for vendors, only Purchase order is available.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Account code—TableCustVendCode
Account relation—BEAT-000001CustVendRelation
Purchase order—YesOnPurchOrder
Restriction—ExternalRestriction
Advanced note text—BEAT synthetic demonstration only. No commercial commitment.Text

Functional consultant

4Setup decisions

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

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 itemVendFreeNotes_IT Checked in Dynamics 365
FormFreeNotes_IT Checked in Dynamics 365
TableFreeNotesTable_ITShown as “Advanced notes setup” 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 pageButtons: New, Delete, TranslationsChecked in Dynamics 365

Developer

7Developer

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

Everyone

8Sources and checks