Documents disappear when posting PO invoice,packing slip, etc.

I'm having issues posting documents (file,doc,note) on a Purchase Order packing slip, invoice, etc.  It will appear to be there, once the item is posted, it doesn't show when I use Inquiries to see the packing slip or invoice.

Here is what I do:

1. Open a PO.
2. Click Posting -> Packing Slip.
3. Click the Document Handling Button.
4. Click New -> Document.
5. Type a note in the doc and Save.
6. Name the Document on the line in the Document handling Form.
7. Click Save.
8. Post the Packing Slip as usual.
9. From the PO, click Iniquiry -> Packing Slip.
10. Goto the Document Handling Form.
11. THERE IS NO DOCUMENTS.

I can see in the code, and subsequently in the database, that the DocuRef.RefTableId is for the Purchase Order header instead of the Packing Slip Journal or the Invoice Journal.  If I change the DocuRef.RefTableId and DocuRef.RefRecId to the journal, it will show like I expected.

I am fairly new to AX and have tried to track down in the code where the RefTableId is set but cannot find it.  I have also heard that lots of times, it's a configuration issue instead of a code issue. 

Can anyone point me in the right direction as to how to find out if my setup is correct??  Thanks in advance!