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Finance | Project Operations, Human Resources, ...
Answered

Mandatory file attachment

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Posted on by 29

Hello everyone, 

Is there a way to make file attachments mandatory on General Journals and Purchase Requisitions/Purchase Orders? 

Please share your experiences!

Thank you,
Kenan Al Mahayni

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    304,648 Super User 2026 Season 1 on at

    Hi Kenan,

    This is not possible as the document attachments are stored in a separate table with a reference to the record where it is linked.

    What is your business requirement to have it mandatory?

  • Kenan A. Mahayni Profile Picture
    29 on at

    Hi Andre,

    Thanks for your response. My client prefers to have a backup attachment for all of their general ledger entries so they are asking if we can make the attachment as mandatory.

    In my environment, the system requires the user to attach a file to an expense report, so I'd like to achieve the same behavior in other modules.

    Any feedback is appreciated!

    Kenan

  • Suggested answer
    Sukrut Parab Profile Picture
    71,735 Moderator on at

    You can make a system modification  for example , where system checks before posting the journal if the attachment is present or not using Journal header (Assuming they want to attach it to header) and remind them.

  • Kenan A. Mahayni Profile Picture
    29 on at

    Hi Sukrut - So there is no way to achieve that using Out of the box functionality?

    Thanks!

  • Sukrut Parab Profile Picture
    71,735 Moderator on at

    Not that I am aware of for the journals.  You can explore  what is done on the expense side also and try to implement same on the journal as well.

  • André Arnaud de Calavon Profile Picture
    304,648 Super User 2026 Season 1 on at

    On the expense side, the proof is important. For that reason, there is some support to add a file or image as part of completing an expense report.

    Your requirement is only possible with help of a customization.

  • Verified answer
    SouravDam Profile Picture
    11,730 on at

    Hello Kenan A. Mahayni,

    As mentioned by André and Sukrut; you have to go for customization to achieve this.

    Before the start; please confirm with the users, the area where they will maintain the attachment in the document. This could be in header or in lines.

    Once this is confirmed; you can do the following.

    --- Display either a popup message or show a notification bar like "Attach a file is mandatory" wherever a new document is created in system. Set this validation at the initial stage of document creation. This is important because, the document could have linked with the workflow approval process. Therefore; system should validate this first to ensure, without attaching any document, you cannot proceed further.

    --- At this stage; you have to disable both Lines and the Journal batch number (which usually creates as a link to click) options in the journal so that users should not be able to move forward. In case of PR or PO, you can simply set this validation just after the PR or PO is created.

    --- Once the users attach the file in the 'Attachment', then only system will allow them to proceed with the document.

    Kindly check and update.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello Kenan A. Mahayni,

    Have you got chance to go through the suggestions made on this thread?

    Appreciate if you kindly update us on this.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Kenan A. Mahayni Profile Picture
    29 on at

    Hi Sourav - Thanks a lot for your help. We are trying to stay away from customization as much as possible on my current project, but the information you provided is very valuable in case we decided to go that route eventually.

    Thanks everybody for the help!

    Kenan

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