Need to add instructions to vendor on PO line

Business Central/NAV
1

I need to be able to add a note or text to my vendor on the line level on a purchase order. How can I add instructions to the vendor on a PO? The information can be unique to each line and unique on each PO. I’ve always been able to enter notes to my vendor on a PO, but can’t seem to find the option in D365.

2

Use Type = “Comment” on the Purchase Order Line. This allows you to either select a pre-written “Standard Text Code” (No. field) OR enter a free form text in the Description field.

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May not apply to you, but for others who may need it, IF the instructions were Item specific, you can use “Extended Text” to have longer descriptions/instructions show up automatically on the Purchase Lines based on the Item selected.

Best Regards,
Ben Baxter
Accent Software Inc

3

Thanks for the information. The instructions aren’t always the same so I need to update the PO each time. Is there something else available?

4

Sandy,
As I said, use the Comment Type on the line and leave the No. field blank, as shown in the screenshot. This will give you the Description field as a free form text field to write out your instructions.

There is also a product called “Word Wrap” that allows you to enter a large amount of text and it spreads it across however many lines are needed. You can also copy and paste into the Word Wrap product if the instructions are coming from a secondary source.

Best Regards,
Ben Baxter
Accent Software Inc

5

Sorry. I misread your reply. I looked at the screen shot but I’m not certain where to find this comment field. Do I need to add this column to my PO line?

6

It is the “Type” field and using a blank “No.” field. The first option (depending on version) is Comment. If you don’t have Comment, see if you have a blank Type, which is what was available in older versions of the software.

7

I appreciate you trying to help me, but I honestly don’t understand where I would find this field. I’m truly not trying to be difficult and a think of myself as a rather intelligent person. Navigating through D365 has proven to be difficult for me.

8

Sandy,
On your Purchase Order, on the Lines, use the Type field, set to “Comment”. Screenshot below is the Lines section of a Purchase Order.
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