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Setup page · Accounts payable

Form notes

A setup page for form notes.

Used by
Accounts payable clerk, Accounts payable manager, Chief financial officer and 11 more roles
Business process
Record supplier invoices in Dynamics 365 Finance
Menu item
VendFormLetterRemarks
Main table
FormLetterRemarks
Data entity
FormLetterPrintedFormNoteEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for form notes.
What you do hereUsed to create the standard text that appears on various pages and documents.
Example—
Form notes 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 accounts payable › Process supplier invoices › Record supplier invoices in Dynamics 365 Finance
Menu pathAccounts payable › Setup › Forms › Form notes
Set up first—
Used next by—
Related pagesForm setup Microsoft Learn ↗Form sorting parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Form notes1 screen

Create the standard text that is printed on vendor documents.

  1. Screen 1

    Add the purchase order form note

    Go to Accounts payable > Setup > Forms > Form notes

    1. Select New
    2. Choose the form and language
    3. Enter the text in the Form note FastTab
    1FormPurchase order
    Languageen-US
    Form noteBEAT synthetic demonstration only. No commercial commitment.
    Add the purchase order form note (zoomed on the outlined fields)
    Show the full screenAdd the purchase order form note
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Form—Purchase orderFormLetter
Language—en-US—
Form note—BEAT synthetic demonstration only. No commercial commitment.—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Form notes——

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 itemVendFormLetterRemarks Checked in Dynamics 365
FormFormLetterRemarks Checked in Dynamics 365
TableFormLetterRemarksShown as “Form note” in Record infoChecked in Dynamics 365
Data entitiesFormLetterPrintedFormNoteEntityPrinted form notes Microsoft data model ↗
Who can open itPrivilegesMaintain purchase form notes VendFormLetterRemarksMaintainView purchase form notes VendFormLetterRemarksViewDutiesMaintain vendor invoices VendInvoiceVendorInvoicesMaintainInquire into vendor invoice status VendInvoiceVendorInvoiceStatusInquire
14 security rolesChief financial officer CompanyChiefFinancialOfficerLanded cost agent ITMAgentAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable centralized payments clerk PaymAccountsPayableCentralPaymClerkAccounts payable payments clerk PaymAccountsPayablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendFormLetterRemarks
Integrate withFormLetterPrintedFormNoteEntity data entity Microsoft data model ↗
Table definitionFormLetterRemarks columns and relations Microsoft data model ↗

Everyone

8Sources and checks