Document Management in D365FO - Document types usage

Hi,

Document types define the permissible types of documents that can be configured and used in document management framework. In my previous post, I used File type to upload a word document and file type by default accepts all office documents but if I want only excel spreadsheets instead of a generic file type then I need to create a docu type Worksheet and use it. In this post, we will discuss the creation of a new docu type i.e worksheet for a sample customer group record.

Step 1: 

In D365FO, navigate to the document types form(Path: Organization administration > Document management > Document types) create a new record and specify the values for field "Type" as Worksheet and for field "Group" as Worksheet(as shown below).

Step 2:

Move onto the form Customer groups(Path: Accounts Receivable > Setup > Customer groups) and select the required customer group record where we want to attach the worksheet as an attachment. In my case, I selected customer group Sample and clicked on attachment icon. On attachments form, when we click on the New button we could see the new Worksheet document type in the lookup.

Step 3: Select Worksheet from the lookup and browse for the worksheet document to upload. I uploaded a worksheet which contains the different discount percentages for customer group based on different dates. We can also preview the data contained in the uploaded excel sheet for confirmation.

Regards,

Chaitanya Golla