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Extended Text

  • 1.  Extended Text

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Hello Everyone,

    I setup an item with extended text but I cannot seem to get the text to populate on a purchase order as I have marked on the attached image.  I followed instructions I found online also attached for reference.  For those that use this feature, is there something I am missing for the text to populate on the selected document type?

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    Joe Novak
    Purchasing
    Lesman Instrument Company
    BENSENVILLE
    ------------------------------

    Attachment(s)



  • 2.  RE: Extended Text

    Posted 9 days ago
    After setting up the Extended Text, you also need to check the "Automatic Ext. Text" field on the Item Card - this is what pulls the extended text into documents.

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    Morgan Heller
    Agropur Ingredients
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  • 3.  RE: Extended Text

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Thank you, knew I must have forgotten something.  I have one more question.  After I clicked "Automatic Ext. Text" field.  The notes still did not show after I entered the item on our PO.  I checked under comments and found them there.  Do you know if there is a way for the text to just appear when you enter the item number?  Or is it only available to select from the comments section?

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    Joe Novak
    Purchasing
    Lesman Instrument Company
    BENSENVILLE
    ------------------------------



  • 4.  RE: Extended Text

    Posted 6 days ago
    I see that you have the "Use line comments" checkbox checked in the Extended Text setup - I am guessing that is why it is going to comments instead of the purchase line. I am on 2017 and I don't see that option available, so I can't say for sure. Try unchecking that box and try again.

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    Morgan Heller
    Agropur Ingredients
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  • 5.  RE: Extended Text

    Posted 6 days ago
    Joe

    I compared your screen capture to my test and noticed the "Start and End" dates are blank. ​

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    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
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  • 6.  RE: Extended Text

    SILVER CONTRIBUTOR
    Posted 2 days ago
    Thank you Morgan and Alfredo for your help!  I am working on creating a guide now.  

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    Joe Novak
    Purchasing
    Lesman Instrument Company
    BENSENVILLE
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