Document Management: How to implement document - excel/word template for SO/PO

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Dear All,

I did create word template for Purchase Order form follow guide line from the link below:

https://community.dynamics.com/ax/b/shafeealabadiaxtutorials/archive/2014/06/13/export-sales-order-data-to-ms-word-template-with-dynamics-ax-2012-document-management

But when I did implement this by Select purchase Order and Click the Attachment Button -> Click the New Button and Select the SOT: there is no SOT function in my system (Implementation step)

6746.01.PNG

In the guideline:

Please let me know how can I enable the SOT function as the guideline link?

Thank you

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Nagendra Varma K on at

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HI Nglehang,

Have you setup the Document Type SOT and class in the setup? Refer below

Thansk

Nagendra Varma K

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Community Member on at

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Thank you Nagendra. I understand now, this is the type that we created from "Document types".

In my case, the type I created is "PO".

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