Setup page · Accounts receivable

Customers advanced notes groups

A setup page for customer groups used specifically for the Advanced notes management feature.

Used by: Accounts receivable clerk, Accounts receivable manager, Auditor and 21 more roles
Business process: Manage (create, update, delete) contacts and accounts manually in Dynamics 365 finance and operations app
Menu item: CustNotesGroup_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 is	A setup page for customer groups used specifically for the Advanced notes management feature.
What you do here	Use it to define group codes and descriptions, then assign customers to these groups so that advanced notes can be applied to a whole group.
Example	When similar notes must be printed on business documents for a group of customers, you create an advanced notes group and assign those customers to it.

Customers 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 process	Manage customer relationships › Maintain contacts and accounts › Manage (create, update, delete) contacts and accounts manually in Dynamics 365 finance and operations app
Menu path	Accounts receivable › Setup › Advanced notes › Customers advanced notes groups
Set up first	—
Used next by	All customers Microsoft Learn ↗Customers advanced notes setup Microsoft Learn ↗
Related pages	Vendors advanced notes groups Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Customers advanced notes groups1 screen

Defines groups of customers that should receive the same predefined notes on their sales documents so that notes can be targeted by group rather than per customer.

Screen 1
Create the customer advanced notes group
Go to Accounts receivable > Setup > Advanced notes > Customers advanced notes groups
1. Select New
2. Enter the group, name and module
1Advanced notes group BEAT-AR
Name Atlas synthetic customer notes
Module Customer
Show the full screen
page title tab to open what to set or check

1Advanced notes group	BEAT-AR
Name	Atlas synthetic customer notes
Module	Customer

Microsoft's steps

Go to Accounts receivable > Setup > Advanced notes > Customers advanced notes groups.
Create the groups you need for customers that share the same printed notes.
Go to Accounts receivable > Customers > All customers.
On the Sales orders defaults FastTab, in the Advanced notes section, assign each customer to a group.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Advanced notes group	—	BEAT-AR	—
Name	—	Atlas synthetic customer notes	`Name`
Module	—	Customer	`Module`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Customers advanced notes groups	—	—

Solution architect

5Design impact

Shared or per company	Per 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 item	`CustNotesGroup_IT` Checked in Dynamics 365
Form	`FreeNotesGroups_IT` Checked in Dynamics 365
Table	`FreeNotesGroupsTable_IT`Shown as “Advanced notes group” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesManagement of document notes `FreeNotesMaintain`FreeNotesView `FreeNotesView`DutiesInquire into invoice and cash policies `CustInvoiceInvoiceAndCashPoliciesInquir`Enable invoice and cash process `CustInvoiceInvoiceAndCashProcessEnable`Inquire into shipping policies `InventShippingPoliciesInquire`Enable shipping process `InventShippingProcessEnable`Inquire into quotation to sales order policies `SalesQuotationToSalesOrderPolInquire`Enable quotation to sales order process `SalesQuotationToSalesOrderProcessEnable`Inquire into invoice and payment policies `VendInvoiceInvoicePaymentPoliciesInquir`Enable invoice and payment process `VendInvoiceInvoicePaymentProcessEnable`Maintain vendor invoices `VendInvoiceVendorInvoicesMaintain`Inquire into vendor invoice status `VendInvoiceVendorInvoiceStatusInquire` 24 security roles Auditor `AuditPolicyManager`Collections manager `CollectionLetterCollectionsManager`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable clerk `CustInvoiceAccountsReceivableClerk`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Landed cost agent `ITMAgent`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts payable centralized payments clerk `PaymAccountsPayableCentralPaymClerk`Accounts payable payments clerk `PaymAccountsPayablePaymentsClerk`Accounts receivable centralized payments clerk `PaymAccountsReceivableCentralPaymClerk`Accounts receivable payments clerk `PaymAccountsReceivablePaymentsClerk`Rental coordinator agent `RentalCoordinatorAgent`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager`Retail service `RetailService`Sales manager `TradeSalesManager`Accounts payable clerk `VendInvoiceAccountsPayableClerk`Accounts payable manager `VendInvoiceAccountsPayableManager`Warehouse planner `WHSWarehousePlanner`Warehouse manager `WMSWarehouseManager` Checked in Dynamics 365
Actions on the page	—

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=CustNotesGroup_IT`
Integrate with	—
Table definition	`FreeNotesGroupsTable_IT` columns and relations Microsoft data model ↗