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Documents Attachment on Blanket Order and Flow to Sales / Purchase Order

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Posted on by CU28110617-0

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Hi

In the Blanket Sales Order, if the User Attaches documents in the Attachments Section.

If the User Makes an Order from the Blanket Sales Order, the Documents attached to the Blanket Sales Order will not flow into the Sales Orders.

We have already check-marked the Boolean of "Copy Comments Blanket to Order" in the Sales & Receivable Setup, still it will not reflect in the same.

Can anyone help us out with the same for the US Environment (Version 25.1)?

Thank you so much in Advance.

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Dynamics 365 Business Central

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Khushbu Rajvi. 5,234 on at

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Documents Attachment on Blanket Order and Flow to Sales / Purchase Order

Attachments on Blanket Sales Orders do not flow automatically to Sales Orders. The "Copy Comments Blanket to Order" option in the Sales & Receivables Setup applies only to comments and not to file attachments or notes. To enable the functionality of transferring attachments from a Blanket Sales Order to a Sales Order, customization is required. Refer to the documentation shared by gdrenteria for customization.
CU28110617-0 10 on at

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Documents Attachment on Blanket Order and Flow to Sales / Purchase Order

Hello gdrenteria,

Thank you for your prompt response.

But, In Indian Environment of Business Central, the functionality to flow Attachment from Blanket Order to Order is Working fine.

Then why it is not working in US Environment?
gdrenteria 12,546 Most Valuable Professional on at

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Documents Attachment on Blanket Order and Flow to Sales / Purchase Order

Hi

This configuration copies the comments, I hope this information helps you.

How to Transfer Attachments from Blanket Orders to Sales Orders in Business Central - Ivan Singleton

Best

GR

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