Dynamics Community Forum Thread Details

Attachments from Item Card not appearing in "Add file from source document"

Dear Community Members,

I am encountering an issue in Microsoft Dynamics 365 Business Central regarding attachments when sending sales documents by email.

Description of the requirement:

We maintain technical documents (e.g., user manuals, certificates, or specification sheets in PDF format) attached directly to the Item Card (via the Attachments FactBox on the Item page). Our goal is to have these files automatically (or at least easily) included as email attachments when sending a sale document o the customer using the "Send by Email" action.

Current behavior observed:

When opening the Email Editor from a sale document (Quote, order or invoice) and clicking Add file from source document, only the attachments linked to the Sales Invoice Header and/or Sales Invoice Lines are proposed.

Attachments stored on the related Item Card(s) do not appear in this selection list.

As a result, these item-level attachments are not visible or selectable for inclusion in the outgoing email.

What we have verified:

The files are correctly attached to the Item record (visible in the Attachments section of the Item Card).

No attachments are present on the Sales Lines themselves (which is expected, as we do not manually attach files to lines).

We are using a recent version of Business Central SaaS (please specify your exact version/build if possible for better context).

Standard functionality allows manual addition of files from the document source, but not from master data such as Items.

Questions:

Is there any standard configuration, setup, or feature (e.g., in Email Scenarios, Document Sending Profiles, or Master Data handling) that enables attachments from the Item Card to be proposed or automatically included when sending sales documents by email?
Has anyone implemented a similar workflow successfully and could share key insights or code snippets?

Any guidance, documentation references, or experiences would be greatly appreciated.

Thank you in advance for your assistance.

Stéphane

Categories:

Dynamics 365 Business Central

Hi,

This is standard Business central behaviour. BC does not allow you to select attachments from Item or Customer but only from Sales Invoice document.

So instead you can try using Email scenario attachments, it gives you option to define some default attachments based on email scenario.

https://yzhums.com/32793/#:~:text=In%20BC%2021.2%2C%20you%20can,Files%20from%20Default%20Selection%20action.

If your attachment differs from Item to Item then I suggest a customization which basically copies all the attachment to Sales Invoice or Order when Item is posted in Invoice.

✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

Regards,

Dhiren.

LinkedIn - https://www.linkedin.com/in/ca-dhiren-nagar-5079081b2/

Blog - https://dhirennagar.blogspot.com/

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