Microsoft Dynamics AX (Archived)

Configuring Document Management in AX 2012

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Problem: I am having trouble getting AX 2012 to allow users to attach simple notes to records.

I am using MS Dynamics AX 2012 R2, kernel 6.2.1000.6189, application 6.2.1000.4051.

I have been using the instructions in this link:
http://technet.microsoft.com/EN-US/library/dn636897.aspx

Activate document management - Yes, the checkbox is checked; Document Handling is active.
Specify a document archive directory - Yes one is provided.
Specify number sequences - Yes, if you go to Organization Administration\Setup\Document Management\Document Management Parameters there is a number sequence for Document file counter and another for ID.
Specify file types - Yes, there are a bunch of file types and they look fine.
Configure integration with Office Addins - No. According to TechNet this is optional and I am not trying to create integration. I am trying to create SIMPLE NOTES.
Create document types - Yes, there is a document type called "Note" that has {Class="Simple Note"; Group="Note"}
Create content types - Yes, I have a bunch of different content types.
Setup Document Management settings for AIF - No. TechNet listed this as optional as well. If document management ever actually works... maybe.

The result:
If I go to a record such as a sales quotation, sales quotation line, released product, etc. I get no response. If I highlight a record and open the File -> Command -> Document Handling... well, I can't because the menu item Document Handling is disabled so no response there. If I open the record in edit I cannot add attachments there either. Clicking the attachments button on the action pane does nothing; no spinning blue ball, no info log, no visible changes. The attachments button in the status bar appears to be disabled.

What am I missing here?

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Answers (1)

Community Member on at

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RE: Configuring Document Management in AX 2012

I suspect that you checked the "Always enabled" button when adding a new record into the "Active document tables" form when you got this to work? It definitely isn't clear from the MS instructions that there are cases where you need to add records into the "Active document tables" and that the "Always enabled" needs to be checked - the specific case is where the table involved is not editable in the form you are using. I hope everything is working okay now, I put a little more detail on this here.

Robert T.
iyertechdev 25 on at

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RE: Configuring Document Management in AX 2012

Hello All,

I have logged into AX client as a system user.. I am able to open docuview form i.e. document handling form but I am unable to edit the description in that form

When I try to access the same form as a system user I am able to edit the description in the docuview form

Kindly advice

Thank you

Shankar
Community Member on at

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RE: Configuring Document Management in AX 2012

If you want to open up all tables for documents and not have to add each table to the above suggestion, then open document management parameters and make sure the checkbox is unchecked for Use Active document tables.
Community Member on at

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RE: Configuring Document Management in AX 2012

Oh wow, I went into The Active Document Tables and added a reference to the SalesTable (Sales Orders) and it sprang to life.

I need to go back and look at that TechNet article. Was this in there? Is it so obvious that I should have just known? The link is a close neighbor to the Document Management Parameters.

Well, thanks a lot. I appreciate the quick response.
Verified answer

André Arnaud de Cal... 294,161 Super User 2025 Season 1 on at

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RE: Configuring Document Management in AX 2012

Hi Frazier,

You can try two options:

- Open Organization Administration\Setup\Document Management\Active document tables. And add the table here

- Check user rights on and status of the source table. e.g. Sales quotation. Are they allowed to change the record or is it already closed?