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Setup page · Accounts receivable

Customers advanced notes setup

A setup page for predefined advanced notes for customers, part of 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
CustFreeNotes_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 for predefined advanced notes for customers, part of the Advanced notes management feature.
What you do hereUse it to enter the note text (with translations) and set where it applies: which documents, and all customers, individual customers or customer groups on the header, and all or individual items on the lines.
Example—
Customers 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 customer relationships › Maintain contacts and accounts › Manage (create, update, delete) contacts and accounts manually in Dynamics 365 finance and operations app
Menu pathAccounts receivable › Setup › Advanced notes › Customers advanced notes setup
Set up firstCustomers advanced notes groups Microsoft Learn ↗
Used next byForm setup Microsoft Learn ↗Sales orders Microsoft Learn ↗
Related pagesVendors advanced notes setup Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Customers advanced notes setup1 screen

Maintains the text, translations and applicability of predefined notes that are attached automatically to quotations, confirmations, picking lists, packing slips and invoices for all, grouped or individual customers and items.

  1. Screen 1

    Set up the customer advanced note

    Go to Accounts receivable > Setup > Advanced notes > Customers advanced notes setup, Header tab

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

Microsoft's steps

  1. Go to Accounts receivable > Setup > Advanced notes > Customers advanced notes setup.
  2. In the lower part of the page, enter the note text in the default language; select Translations for other languages.
  3. In the upper part, select the check boxes for the documents the note applies to.
  4. On the Header tab, choose all customers, single customers or customer groups.
  5. On the Lines tab, choose all items or single items.
  6. In Form setup, link the related document types and choose header, lines or both.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Account code—TableCustVendCode
Account relation—BEAT-000001CustVendRelation
Invoice—YesOnInvoice
Free text invoice—YesOnFreeTextInvoice
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 Customers 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 itemCustFreeNotes_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=CustFreeNotes_IT
Integrate with—
Table definitionFreeNotesTable_IT columns and relations Microsoft data model ↗

Everyone

8Sources and checks