Notes factbox tied to general journal line

davmac1davmac1 Member Posts: 1,283
edited 2014-11-27 in NAV Three Tier
Is there anyway to tie the notes Factbox to a general journal line, and then transfer the link to the posted ledger entries?
It looks from all the documentation and comments I could find that it will only work with headers.

My other alternative is to program my own Factbox using the extended text example ara3n provided us and work out a solution around it.
If possible, I would like to get the standard Notes Factbox to work.

Answers

  • tinoruijstinoruijs Member Posts: 1,226
    What would be nice is that standard NAV would transfer the notes from the journal lines to the ledger entries.
    But it doesn't.
    And also not from purchase header to purchase invoice for example.

    Some clients would like that very much. I found a post for copying notes which can be helpful: http://www.mibuso.com/forum/viewtopic.php?f=32&t=41101
    You will have to find the right place to copy the notes. Probably in codeunit 12.

    Tino Ruijs
    Microsoft Dynamics NAV specialist
  • davmac1davmac1 Member Posts: 1,283
    You can see notes but not add them from the journal lines, so I added an action and a page to display the journal line in a Card with a notes factbox.
    This allows the user to click on my "LineNotes" icon (promoted to main ribbon, This brings up the new journal card part with the ability to add a note.
    The note will then display on the same journal line.
    When you post journals, it creates temporary entries first, so I added the journal template, journal batch, and line no. to the G/L Entry.
    When the codeunit (12) then reads the temporary G/L entries, I added code to read the original General Journal and use COPYLINKS to transfer the links to the G/L entries and DELETELINKS to delete them from the G/L Journals.
    When I get time, I will add it to my blog.

    Thanks for the ideas.
  • tinoruijstinoruijs Member Posts: 1,226
    And thank you for the feedback! =D>

    Tino Ruijs
    Microsoft Dynamics NAV specialist
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