Attachments to purchase orders after the product is received

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Posted on by Jaseem

Hello all

We are working on D365 Finance and operation and Installed product version : 10.0.17 (10.0.761.10019). After the product receipt we are unable to attaché any kind of document, when i am trying to attach the document NEW button disable. Is they any way i can activate the attachment option after receiving the product in Purchase order screen.

Thanks

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AR-01121610-0 4,967 Moderator on at

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Hy Jaseem,

do you have Workflow on PO activated?

In this case you need to use "Change Request" to make changes to the PO and to attach a document.

After this the PO will have the status of Draft again and should be submitted and approved again. This can be configured by the PO workflow to be autoapproved

May be you can attach the document outside of the PO. What kind of document is it?

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Jaseem 70 on at

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this is a just Pdf document. work flow activated. after receiving the product we always needs to attach the document, we cannot do again the change request on that PO (because again it will go for approval right). is there any option we can always enable the document attachment .Thanks

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Ramit Paul 22,797 Most Valuable Professional on at

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It is possible, check this blog.

community.dynamics.com/.../document-attachment-into-approved-or-confirmed-purchase-orders-in-d365-fo

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AR-01121610-0 4,967 Moderator on at

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Yes, this works with the allways enabled check activated. But be aware of that you change the default setting which allows attachments (which also means notes) at all forms to only activated tables.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi Andrew,

The setup will only activate the Po lines enabled for attachment, not all forms.

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Jaseem 70 on at

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When i give reference table id which you mentioned i am getting below descriptions. can you please tell me what is the exact reference id .. or i am not getting any table name called purchase orders or purchase order lines

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Jaseem 70 on at

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Can you please check my replay

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Austin Shen on at

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Hi Jaseem,

Table ID in different environment may be different, please start with table name and then table ID will be populated automatically. Thank you.

Best Regards,

Austin Shen

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