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I am looking at moving my company to a paperless system, and I am trying to attach a file to a General Journal in Dynamics AX. I go to General Ledger > Journals > General Journal > New > Create Entry and Enter lines for JE > then I click on the attachment button in the bottom ribbon/bar.
In the Attachment window that opens, I click on New > File > Browse and select my file to attach > add description to attachment. Then I click close on the attachment window.
My JE is now complete, so I click Post > Post.
I took note of the voucher number, but when I go into the voucher, the attachment is no longer there. I am not sure what I am doing wrong and why the document won't stay attached.
You say that the attachment won't stay attached, but your steps are not showing that. You attached the file to a journal and if you want to see if it's still there, you should look there. But you're looking at a voucher, i.e. a different table, aren't you?
To specify, I looked in the voucher within the General Ledger. In addition, I pulled up the posted JE, and it is not showing there either.
Can you try steps below for the journal where you attached earlier:
General Ledger > Journals > General Journal > lines > click on the attachment button in the bottom ribbon/bar.
It is not supposed to get copied on to vouchers. It stays at where we attached them.
Ok, I understand now that it doesn't get copied on to vouchers. but I followed the above steps and it still does not appear. It seems to get removed after posting the JE?
Hi Megan 09,
What kind of transactions do you record in GL journals that necessitate a file attachment?
Are these invoice documents?
Suggest that you verify this in standard environment. I have verified this again in PU29 environment and it stays with GJ lines. If can replicate this in standard D365FO environment, suggest that you create ticket with Microsoft or leverage developer to track this further.
Ok I will proceed internally to resolve. Thanks
Hi Megan09 and Satish,
I am a bit confused. Is this issue related to AX2012 or D365FO?
What kind of transactions are recorded in GL journals - are these invoices or something else?
Would be great if you could clarify.
This is related to AX2012. I am recording Journal Entries - reversing and non reversing. I would like to attach the support for that JE as an attachment within AX as right now we are manually filing paper copies of the support and I want to move to paperless.
AP invoices are recorded in the Accounts Payable responsibility. I would love to explore attaching the AP invoice in AX as well in the Accounts Payable responsibility (Accounts payable > Journals > Invoices) but my starting point was to see if I can attach GL Journal support first in AX before I explored the AP attachment process.
This seems to be your environment specific issues. as i requested earlier, can you verify this in any other environment ?
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