AR-SETUP-020 · Master data
Set up Customers advanced notes groups
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.
Where
| Menu path | Accounts receivable > Setup > Advanced notes > Customers advanced notes groups |
|---|---|
| Menu item | Display:CustNotesGroup_IT |
| Form | Not recorded yet |
| Tables affected | Not recorded yet |
| Data entity | Not recorded yet |
| Scope | Not recorded yet |
| Country or region | IT |
Value
| Recommended value | Not recorded yet |
|---|---|
| Rationale | Not recorded yet |
| Decision | Not recorded |
Dependencies and access
| Prerequisites | Not recorded |
|---|---|
| Required by | Not recorded |
| Security duty | Not recorded yet |
| Feature flag | Not recorded yet |
| Feature state | Not recorded |
Versions
| Introduced | Not recorded yet |
|---|---|
| Behaviour changed | Not recorded |
| Deprecated | Not recorded |
| Verified on version | Not recorded yet |
| Verified on date | Not recorded |
Risk and evidence
| Irreversibility | Not recorded yet |
|---|---|
| Common pitfall | Not recorded yet |
| Test case | Not recorded yet |
| Assets | Not recorded |
Verification
Partly verified
| Verified by | Microsoft business process catalog July 2026 (Deliverables); Microsoft Learn: Advanced notes management (read 2026-10-06) |
|---|---|
| Environment | Not recorded |
| Note | Scaffold seeded from the July 2026 catalog Deliverables file (Microsoft ID d6689987c54407v0; catalog configuration type 'List of values'; configuration keys ''; catalog module 'Credit and collections'). The menu path and menu item name are the catalog's. The title is derived from the menu path. The process anchor is the level-2 node Manage accounts receivable until a level-3 process is assigned during verification. Nothing has been checked in a live environment. The catalog also lists this page at 'Accounts receivable > Setup > Forms > Advanced notes > Vendors advanced notes groups' (Microsoft ID d6689987c54433v0). The catalog also lists this page's menu item at 'Accounts receivable > Setup > Forms > Advanced notes > Vendors advanced notes groups'. applies_to_country, intent, config_type taken from Advanced notes management on Microsoft Learn (https://learn.microsoft.com/dynamics365/finance/localizations/italy/emea-ita-exil-structured-notes#advanced-notes-setup), read 2026-10-06; the article is now the record's source. Live environment evidence is still outstanding. Italy localization (legal entity primary address in Italy). Groups are assigned to customers in the Advanced notes section of the Sales order defaults FastTab. |
| Still to check | Process_id, Title, Scope, Form_name, Tables_affected, Data_entity, Recommended_value, Value_rationale, Security_duty, Feature_flag, Version_introduced, Verified_on_version, Irreversibility, Common_pitfall, Test_case_id |
Cite this record
AR-SETUP-020 — Set up Customers advanced notes groups. Beyond ERP Atlas Hub, snapshot 2026-10-05, partly verified. https://www.beyonderp.cloud/atlas/step/AR-SETUP-020