Sources for Notes

This topic describes the print options for notes what forms they are found on, and where the source notes are created and attached.

For more information about note-printing options and types of notes that can be printed, see Working with Notes.

Sources for Printable Notes

The following table lists printable note options as they appear on report forms and utilities. Each entry in the first column displays first the option as it is labeled in the form and second the form(s) on which it appears. The second column displays the names of the forms from which the notes are taken, where they are created and attached.

In cases where multiples sources are possible, the form names are followed by numbers in parenthesis indicating which source (in the second column) is used for that form.


Note Label/ Form where found	Source (Form where note is created/attached)
Customer (Print Invoice Text) Post Project Retention Invoice	Customers
Display DO Line Notes Print Delivery Order Packing Slip Report	Delivery Order Lines
Display DO Line Sequence Notes/Text Print Delivery Order Packing Slip Report Print Delivery Order Pro Forma Invoice Report	Delivery Order Line Sequences
Display DO/BOL Notes Print Delivery Order Packing Slip Report	Delivery Orders
Line (Print Invoice Text) Post Project Retention Invoice	Invoice Milestones
Materials (Print Notes For) Item Current Routing Report	Current Materials
Operations (Print Notes For) Item Current Routing Report	Current Operations
Print Bill To Notes Consolidated Invoicing Estimate Response Form Report Invoice Builder Order Invoicing/Credit Memo Order Verification Report Print Price Adjustment Invoice RMA Credit Memo	Customers, Ship-To records numbered 0 (zero)
Print Blanket Line Notes Change Order Report	Purchase Order Blanket Lines
Print Blanket Notes Builder Purchase Order Report (2) Order Verification Report (1) Purchase Order Report (2)	(1) Customer Order Blanket Lines (2) Purchase Order Blanket Lines
Print Change Text Change Order Detail Report	Change Notes button on: Purchase Orders Purchase Order Blanket Lines Purchase Order Blanket Releases
Print Customer Notes A/R Invoice Credit Debit Memo Report Invoice Builder Order Invoicing/Credit Memo Post Project Invoice Milestones Print Price Adjustment Invoice Reprint Project Invoices Report	Customers
Print ECN Item Notes ECN Report	Engineering Change Notice Items
Print ECN Notes ECN Report	Engineering Change Notices
Print Estimate Notes Estimate Response Form Report Estimate Status Report	Estimates
Print External Notes On forms where this option appears in conjunction with other note-printing options, this option determines whether external notes from the other note-printing options are printed in reports. On forms where this and the Print Internal Notes options are the only note-printing options, the source of those notes is as shown in "Other Internal/External Notes Sources." For more information about this and the Print Internal Notes options, see "Internal/External Notes" in Working with Notes.	See "Other Internal/External Notes Sources."
Print GRN Line Notes Vendor ASN Reconciliation Report	Goods Receiving Notes Lines
Print GRN Notes Vendor ASN Reconciliation Report	Goods Receiving Notes
Print Internal Notes On forms where this option appears in conjunction with other note-printing options, this option determines whether internal notes from the other note-printing options are printed in reports. On forms where this and the Print External Notes options are the only note-printing options, the source of those notes is as shown in "Other Internal/External Notes Sources."	See "Other Internal/External Notes Sources."
Print Invoice, Debit, Credit Memo Notes A/R Invoice Credit Debit Memo Report	Invoice, Debit and Credit Memos To print the notes, place the notes on the header and not on the distribution.
Print Job Material Notes (Print Job Matl Notes) Production Schedule Routing Report (1) Estimate Job Routing Report (2) Job Packet (2)	(1) Production Schedule Item Materials (2) Job Materials
Print Job Operation Notes Production Schedule Routing Report	Production Schedule Item Operations
Print Job Route Notes Estimate Job Routing Report Job Packet	Job Operations
Print Line Notes Estimate Response Form Report (1) Purchase Requisition Report (2) Transfer Order Ship Pick List (3) Transfer Ship Packing Slip (3)	(1) Estimate Lines (2) Purchase Order Requisition Lines (3) Transfer Order Line Items
Print Line/Release Notes (Print Line Release Notes) Builder Purchase Order Report (2) Change Order Report (2) Consolidated Invoicing (1) Estimate Status Report (3) Order Invoicing/Credit Memo (1) Order Verification Report (2) Packing Slip (1) Print Price Adjustment Invoice (1) Purchase Order Report (2) Reprint Packing Slip Report (1)	(1) Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders) (2) Purchase Order Lines (for regular orders) OR Purchase Order Blanket Releases (for blanket orders) (3) Estimate Lines
Print Material Notes Generate Co-Product Mix Cost Distribution Item Revision Report Validate Co-Product Mix Cost Distribution	Current Materials
Print Milestone Notes Post Project Invoice Milestones Reprint Project Invoices Report	Invoice Milestones
Print Operation Notes Generate Co-Product Mix Cost Distribution Item Revision Report Validate Co-Product Mix Cost Distribution	Current Operations
Print Order Notes Invoice Builder Order Invoicing/Credit Memo Order Verification Report Packing Slip Print Price Adjustment Invoice Reprint Packing Slip Report Transfer Order Ship Pick List	Customer Orders
Print PO Blanket Line Notes Outbound Shipping Schedule Report	Purchase Order Blanket Lines
Print PO Change Notes Change Order Report	Change Notes button on Purchase Orders
Print PO Item Notes Inbound PO Acknowledgment Report (1) Outbound Purchase Order Report (2) Outbound Shipping Schedule Report (2)	(1) EDI Purchase Order Acknowledgment Lines and/or incoming flat file (2) Purchase Order Blanket Releases
Print PO Line Notes Inbound PO Acknowledgment Report (1) Outbound Purchase Order Report (2)	(1) EDI Purchase Order Acknowledgment Blanket Lines/Releases and/or incoming flat file (2) Purchase Order Blanket Lines
Print PO Notes Builder Purchase Order Report (1) Change Order Report (1) Inbound PO Acknowledgment Report (2) Outbound Purchase Order Report (1) Outbound Shipping Schedule Report (1) Purchase Order Report (1)	(1) Purchase Orders (2) EDI Purchase Order Acknowledgments and/or incoming flat file
Print Progressive Billing Notes Invoice Builder Order Invoicing/Credit Memo	Progressive Billings
Print Project Notes Post Project Invoice Milestones Project Packing Slip Reprint Project Invoices Report Reprint Project Packing Slip Report	Projects
Print Requisition Notes Purchase Requisition Report	Purchase Order Requisitions
Print Resource Notes Project Packing Slip Reprint Project Packing Slip Report	Project Resources
Print RMA Disposition Notes Vendor Packing Slip Reprint Vendor Packing Slip Report	RMA Item Dispositions
Print RMA Line Notes RMA Credit Memo RMA Verification Report	RMA Lines
Print RMA Notes RMA Credit Memo RMA Verification Report	RMAs
Print Ship To Notes Estimate Response Form Report Order Verification Report RMA Credit Memo	Customers, Ship-To records not numbered 0 (zero)
Display Shipment Seq Notes Shipment Pro Forma Invoice Report Shipment Packing Slip Report	Shipment Master AND Pack Confirmation
Display Shipment Notes Shipment Packing Slip Report	Shipment Master
Display Shipment Package Notes Shipment Packing Slip Report	Shipment Master AND Pack Confirmation
Print Transfer Line Notes Reprint Transfer Ship Packing Slip Report	Transfer Order Line Items
Print Transfer Notes Reprint Transfer Ship Packing Slip Report Transfer Ship Packing Slip	Transfer Orders
Project (Print Invoice Text) Post Project Retention Invoice	Projects

Other Internal or External Notes Sources

This table lists those report forms and utilities where Print External Notes and Print Internal Notes are the only two note-printing options. The first column lists the form in which these options appear. The second column shows where the notes for that form are taken from.

Note: On other forms, where the Print External Notes and Print Internal Notes options appear in conjunction with other note-printing options, these options control which of the other note-printing options actually get printed.


Form (where found)	Source (form where note is created/attached)
Generate Order Pick List	Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders)
Order Status Report	Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders)
Customer Interactions Report	Customer Interactions
EDI Purchase Order Status Report	Customer Order Lines (for regular orders) OR Customer Order Blanket Releases (for blanket orders)
Estimate Worksheet Report	Estimate Lines
Estimates By Profit Report	Estimates
General Ledger	Journal Entries
General Ledger Check Information Report	Journal Entries
General Ledger Transaction Report	Journal Entries
Goods Receiving Note Report	Goods Receiving Notes Lines
Job Packet Job Header Job Traveller Operation Listing	Job Orders Job Operations Job Operations AND Job Materials (This subreport has other options.)
Journal Transaction Report	Journal Entries
Multi-FSB General Ledger	Journal Entries Multi-FSB Journal Entries
Multi-FSB General Ledger Check Information Report	Journal Entries Multi-FSB Journal Entries
Multi-FSB General Ledger Transaction Report	Journal Entries Multi-FSB Journal Entries
Multi-FSB Journal Transaction Report	Multi-FSB Journal Entries
Pro Forma Invoice Report	Transfer Orders
Prospect Interactions Report	Prospect Interactions
RMA Status Report	RMA Lines
Shipment Packing Slip Report	Shipment Master
Shipment Pro Forma Invoice Report	Shipment Master
Sales Contact Interactions Report	Sales Contact Interactions
Vendor Interactions Report	Vendor Interactions