Related Posts
  • Forum Post: Re: Creating word documents from X++

    Hi, as you probably know, Document handling allows you to specify a word template and map table fields to bookmarks in the template (Basic > Setup > Document management > Document types > Options). Docu* classes use that logic and therefore they require DocuRef record. The...
  • Forum Post: Re: Document handling - indicator

    There is support available in AX2009 to change the indicator if the document is attached. please follow below steps Tools> Options : Options form will be open (SysUser Setup) General (Tab) > Document handling (Group) select both check boxes 1. Document handling active 2. Update toolbar line...
  • Forum Post: Document Handling - AP Invoices

    Hi, We are developing a workflow to have the AP invoice approval process within AX. The problem is that when you attach a document (typically a pdf file which would be a scanned copy of the real AP invoice from the Vendor) to the invoice details which you have entered in the invoice register it is...
  • Forum Post: Re: Multi Channel Document Distribution

    DocuFire for Windows is an all-in-one communication solution that handles emailing, faxing and printing. DocuFire will automatically combine multiple documents to the same account in a single transmission being email PDF, fax or print-out. DocuFire adapts to your existing workflow & business forms...
  • Forum Post: AD account for document handling folder

    Dear all I setup a folder in my server for document handling. Question is which AD account should I grant to read/write on this folder? Is it AX user's AD account or AX service account? Thanks
  • Forum Post: 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: Open a PO. Click Posting -> Packing...
  • Forum Post: AX 2009 - Expense management - Attaching receipts to expense report on Enterprise portal?

    I am on AX 2009 RTM version 5.0.593.0. Can we attach the receipts to Expense reports on Web portal (Employee services -> Manage expenses -> View expense report): When I try to attach any document with Expense report on Enterprise portal, I get following infolog errors: ClrObject static...
  • Forum Post: DocuRef.CompleteFilename Method Result into a SQL View

    Hi, I'd like to create a SQL view where I put any document handling attachments for an item into a SQL View, but I'm not sure how I can call the CompleteFileName method? Any help would be appreciated! Thanks!
  • Forum Post: programmatically attach documents running in batch mode

    Hi All, My goal is to create functionality which takes all files from specified directory and attaches in AX (document handling). Does anybody has experience working with DocuActionArchive class? That class could be used for attaching documents and it works fine. However it doesnt work in bach...
  • Forum Post: document handling

    If I create a document type with 'archieve path' as network path, I have to share that folder with the client users with contribute permissions on that network folder. then only they can upload and view docs. If there are lots of different document types for different departments.....and access...
  • Forum Post: Creating word documents from X++

    Does anyone have experience creating word documents from code and inserting relevant DAX data? We are trying to spit out letters through a class as we process info. I am currently looking at the docuAction and extended classes, but seem to be getting held up on the parameters to send. We do not necessarily...
  • Forum Post: Document attachments in AX 2012

    Dear All, We are trying to setup Document Management in AX so that our users can attach any documents like PDFs, Images, etc to Sales Orders, Purch Orders, etc. Our users will be accessing AX from Rich Clients installed on their machines. The requirement is, documents attached in AX should be accessible...