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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Add Attachments to Inv...
Microsoft Dynamics SL (Archived)

Add Attachments to Invoice Header record after Invoice Posted

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Posted on by JustinOP 420

Hi Folks - I'm looking for a location in SL Project module to be able to effectively add document attachments and notes that are tracked at the invoice header level (draft# / inv# level). We typically enter these records via the Invoice and Adjustment Maintenance screen currently.

I've noticed PJINVHDR (invoice header)  is effectively locked down after posting, but our document attachments aren't ready until a few days after initial invoice creation and posting is done multiple times a day. 

We currently add Notes to the header level after posting, but I'd be open to migrating the notes to a location that also allowed attachments. 

If anyone might know of a potential solution worth exploring within the system I'd like to give that a try.

Many thanks,

Justin

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  • JustinOP Profile Picture
    JustinOP 420 on at
    RE: Add Attachments to Invoice Header record after Invoice Posted

    Hi Butch - reporting back in - Initialize mode seems to do the trick and open back up the attachment options!

    Think there is any way this can be done w/o going into Initialize mode? Got a number of folks on the end user side I don't necessarily want to have them logging in via Initialize each time. Another alternative we are considering is moving the attachments to the AR side of things.

    Many thanks,

    Justin

  • Butch Adams Profile Picture
    Butch Adams 4,761 on at
    RE: Add Attachments to Invoice Header record after Invoice Posted

    It seems like I have helped a customer with this before. Will you put SL into Initialize mode and then open an invoice and see if the attachment can be added? 

    ...b

  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Add Attachments to Invoice Header record after Invoice Posted

    Justin,

    Thank you for posting your question on the forum. There is not a way to do this in standard SL, but I am checking with one of the MSFT MSDSL Project Support  folk to see if they have come across anything along these lines.

    I will update you as soon as I hear anything.

    Thank you,

    Carolyn

    MSDSL Support Engineer

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