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supplier document handling data entity

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Alongside migration of Vendor data in the Vendor V2 entity, I have some notes/history to take across for each supplier too. Is there a specific data entity for notes/attachments to Vendors (and Customers)? I've downloaded all the data management templates and searched - particularly the Accounts Payable templates - for any data entity that will allow me to migrate the notes left on Vendors accounts in SAGE...

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Sergei Minozhenko 23,093 on at

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Hi MKHAN123,

There is a limited amount of entities that support attachments import. Vendor and customer entities don't support it. But it can be designed quite easily if you take a look at the standard entity for ledger journals (LedgerJournalAttachmentsEntity).

You can check also an article dynamicsnavax.blogspot.com/.../import-document-handling-attachment.html

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André Arnaud de Cal... 303,126 Super User 2026 Season 1 on at

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Hi MKHAN123,

Out of the box, there is no entity which can handle this. You can have a look at BOMBillOfMaterialsVersionDocumentAttachmentEntity or VendorInvoiceDocumentAttachmentEntity for an example how to build your own on the vendors.

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Anup Shah MSFT Microsoft Employee on at

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In addition to the above suggestions see the following:-

Vendor invoice automation - how to import vendor invoices with attachment:

docs.microsoft.com/.../vendor-invoice-automation

Other references:

docs.microsoft.com/.../configure-document-management

www.cloudfronts.com/.../

community.dynamics.com/.../export-and-import-attachment-using-dmf-using-custom-entity

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