This article explores how Notes and the Print Management Footer text configuration result in the report output.

Form notes

What Notes are going to be in the report’s output depends on two things – Form notes and Document management attachments to documents.

To illustrate this, we will take a look at an example of a Sales confirmation.

On the Form setup, under Accounts Receivable > Forms > Form notes, I have configured some sample text in the Form note field.

Next, on the Sales confirmation header, I have added two Document management attachments of type Note. The image below shows one of them, with the field Notes having the following content: "Note1 text test".

On each of the lines, I have also added an attachment of type Note.

The content of the notes will show up in the following fields in the data source:

Note from the Form setup

Note from the header

Notice how when there are multiple Notes, they will be concatenated and separated with an encoded line feed (which appears as the "
" sequence in the Docentric DDSP file).

Note from the lines

Here’s a table that summarizes where in the data source the Note content is stored, as the fields are not named the same in every report:

It is also possible to filter out which of the Notes will be included in the report by changing the settings on the Form setup. Since we’re working on the Sales confirmation report, we can navigate to Accounts receivable > Form setup > Confirmation, where we can find the two settings in the Note section: Include document on sheets and Include documents of type.

Include document on sheets has the options None, Line, Header, and All, while Include documents of type lists the D365FO Document types that can be included.

One thing to keep in mind is that the link to the Document management attachments form does not look the same for every record type. Most records have the clip icon, while the Free text invoice has a Notes and attachments menu item, as well as a menu item for the line attachments placed directly above the lines.

Sales confirmation attachments:

Free text invoice attachment:

Advanced notes

It is worth mentioning that there is also an automated way for creating and populating the Notes by using the Advanced notes feature. Once the Notes are created and populated based on the setup, they are further treated as regular Notes by the reporting pipeline.

Please refer to this Microsoft documentation for a detailed guide.

Footer text

The Footer text from Print Management will populate the FooterText field in the Parameters section of the report data source.