Setup page · Accounts receivable
Form notes
A setup page for the standard text printed on customer documents.
- Used by
- Accounts receivable clerk, Accounts receivable manager, Auditor and 13 more roles
- Business process
- Issue sales invoices
- Menu item
CustFormLetterRemarks- Main table
FormLetterRemarks- Data entity
FormLetterPrintedFormNoteEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page for the standard text printed on customer documents. |
|---|---|
| What you do here | Use it to edit the standard note text that appears on documents your organization uses, such as invoices, sales orders and interest notes. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | Manage accounts receivable › Issue sales invoices |
|---|---|
| Menu path | Accounts receivable › Setup › Forms › Form notes |
| Set up first | — |
| Used next by | — |
| Related pages | Form setup Microsoft Learn ↗Form sorting Microsoft Learn ↗Form notes (Accounts payable) Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Form notes1 screen
Use it to edit the standard note text that appears on documents your organization uses, such as invoices, sales orders and interest notes.
Screen 1
Add the form note for free text invoices
Go to Accounts receivable > Setup > Forms > Form notes
- Select New
- Choose the form and language
- Type the note text in the Form note FastTab
1Form Customer free text invoice 2Language en-US 3Form note Atlas demo note: payment is due within 30 days of the invoice date. Thank you for your business. 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Form | — | Customer free text invoice | FormLetter |
| Language | — | en-US | — |
| Form note | — | Atlas demo note: payment is due within 30 days of the invoice date. Thank you for your business. | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Form notes | — | — |
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 | CustFormLetterRemarks Checked in Dynamics 365 |
|---|---|
| Form | FormLetterRemarks Checked in Dynamics 365 |
| Table | FormLetterRemarksShown as “Form note” in Record infoChecked in Dynamics 365 |
| Data entities | FormLetterPrintedFormNoteEntityPrinted form notes Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain setup of notes for sales order related reports CustFormLetterRemarksMaintainView setup of notes for sales order related reports CustFormLetterRemarksViewDutiesInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into shipping policies InventShippingPoliciesInquireEnable shipping process InventShippingProcessEnableInquire into invoice and cash policies RentalCustInvInvoiceAndCashPolInquirEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnableInquire into quotation to sales order policies RentalSalesQuotationToSlsOrdPoliciesInquireEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableInquire into quotation to sales order policies SalesQuotationToSalesOrderPolInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnable16 security rolesAuditorAuditPolicyManagerCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerRetail service RetailServiceSales manager TradeSalesManagerWarehouse planner WHSWarehousePlannerWarehouse manager WMSWarehouseManager |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=CustFormLetterRemarks |
|---|---|
| Integrate with | FormLetterPrintedFormNoteEntity data entity Microsoft data model ↗ |
| Table definition | FormLetterRemarks columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-receivable/accounts-receivables-set-up-overview
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/supplychain/salesandmarketing/reference/formletterremarks
- learn.microsoft.com/dynamics365/finance/accounts-receivable/accounts-receivables-set-up-overview
- learn.microsoft.com/dynamics365/finance/localizations/europe/emea-compensation-customer-vendor-transactions
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.