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Microsoft Dynamics AX (Archived)

Document Management: cannot delete documents

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Hi

I can't find the answer to the following.

We have document management set up. Users are fine to attach documents to Purchase Orders. However, by accident a user has attached an incorrect version of a requirements doc to the purchase order. She gets the error "Document management directory does not exist". This is of course incorrect because the user was able to upload the document. So, it is most likely some security issue.

My questions are: is the deleting of files regulated through DAX permissions? Or is it something that sits at windows level through active directory? My understanding is that it is the AOS that access the file location.

If it is permissions in DAX, where can I find them? I browsed the Purchase Ledger tree as well as the CRM tree but there seems to be nothing there. Any help would be greatly appreciated.

Yours

Abaw

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  • Verified answer
    Jesus R. ABASCAL Profile Picture
    1,450 on at

    Can you verify this parameters:

    Administration or Base -> Setup -> document management ->

    1. Document management parameters: check if there is a default archive directory.

    2. Document type: check the specific document type and specify the archive directory.

    Kind Regards!

  • Community Member Profile Picture
    on at

    Hi Jesus

    The issue was with step 2. The directory for the specific company was missing, as was the option "Document Removal". It also seems it needs to be specified for each company, which where things backfired as it was in place for most of the companies, except for the company where the error was reported.

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