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Hi,
Do you know if it in any way is possible to ensure that documents attached to journal lines in the general journal are transferred to the ledger transactions after posting ? And if it is not possible in the standard D365 for finance, if there is any ISV solutions that supports this ?
Thanks
Hello Thomas,
Have you already checked by the standard active document template to enable attachment for general journal?
Hi Ramit,
Yes, checked that and it is possible to attach documents in the general journal. However, what is needed is that the attachments is available directly from the ledger transactions after posting the journal.
Regards
Thomas
Hi Thomas,
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The documents are not transferred automatically. If you need this, it would require a customization. But why do you want to link documents to posted accounting entries?
Hi André,
Thanks for your input. Basically my customer wants this feature which to me seems reasonable. When posting vendor or customer transactions the attachments are transferred to the customer / vendor transactions as well. To be able to do the same for GL transactions would save time as the end-user would not have to "drill down" through original document to the journal where the transaction has been posted to be able to see the attachment.
there is a problem with this scenario because once you post your journal, the system generates multiple records like customer trans, vendor trans, ledger trans, invoice journal, tax trans, etc. To transfer the attachment to one of these tables is not meaningful.
at one of my projects client asked the same thing for pending vendor invoices because once you post it, it disappears from list. So we made a customization to transfer to vendor invoice journal.
still, if you want to transfer it, it is not hard customization, you can simply replace refrecId and refTableId in the attachment table with the value of your new record.
Best Regards.
Hi Osman,
Thanks. Currently I think we will leave as is. Even though it would be a nice feature.
Best regards
Hi
I have the same request from my customer too, I have heard about an add-in/ISV solution regarding this for AX, maybe there are any for D365 too, do you know?
You may see in the invoice journals as well
Thanks for raising this question. My assumption is that attachments are not transferred because ledger transactions of selected main account are shown using tmp table (LedgerTransAccountTmp).
Looking forward to receive other replies.
Regards,
Mindaugas
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