Finance | Project Operations, Human Resources, ...

supplier document handling data entity

(0) Share

Report

Posted on by Community Member

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...

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Sergei Minozhenko 23,093 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 301,049 Super User 2025 Season 2 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Anup Shah MSFT on at

Like (0)

Report

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

Was this reply helpful? Yes No