How to print terms and conditions document with each Purchase Order

Finance and Operations/AX User Forum
1

Hello all,

I need to be able to print terms and conditions onto each purchase orders that is being processed. Initially, I was looking with AX 2009 Document handling functionalities, but I can not get this print with the purchase order. Can someone suggest me the steps to do this?

Thank you in advance.

Regards,

2

You can add these in the form setup. Purchase Ledger - Setup - Form Setup, select the Purchase Requisition option and type the T&C’s into the text.

3

Hi Adam,

Thanks for responding so quickly. Under the AP> Setup> Forms> Form setup> Purchase Requisition, the only option I see is to atach document type Note. There is no other option to type the text as you mentioned.

Another thing here is since the T&C is long about 4 page and involves company logo, how does the typing text in note field work out? Can you elaborate for me.

Thank you again for your help.

Regards,

4

There is a note tab in the form notes, sorry not setup.

If you have four pages and a logo you have no choice but to design the actual form itself - there is no way to simply insert these.

5

Thanks Adam,

I did find the note tab on Form Note. Now, I did type the text for Terms & Conditions which I want every purchase order to print. How do I go about getting this done. I am not seeing where I can make this applied to each PO.

Any idea?

6

I did find out what I was missing. Thanks Adam for your help. Now I can print the disclaimer in my PO.

7

If you typed it into the text on the note tab it will appear at the bottom of a printed purchase order. If you wnat anything more you need to get a developer involved.

8

Adam;

Is there a way to print the T&C only in the footer part of the PO even I have one line or 10 line items on the PO? If I have one line, the T&C is printing in the bottom 2/3rd instead of on the bottom low.

Thanks for your help.