Copy Customer Notes to Sales Order

It is possible to copy customer notes to sales orders in D365FO without customization by enabling a standard feature.

Here’s a helpful article that walks you through the setup:

Accounts Receivable -> Set up -> Account Receivable parameter

Copy Notes when transferring to sales order

This set up copies the Notes attached to the Customer to the Sales order.

Document Management

Organisation Administration -> Document Management -> Document Types

How to test ?

Navigate to Accounts Receivable -> Customer

Click the Attachment icon

Create a new Sales Order with this Customer

Note:

1. The feature works only with Orders and not with Quotes
2. The attachment will be visible for new orders . It is not applicable for past orders
3. Works only with ‘DocuType’ – Notes.

Original Post https://anithasantosh.wordpress.com/2025/11/14/copy-customer-notes-to-sales-order/