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Does attachment automatically flow from Quote to Invoice?

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Posted on by Amrish_ENO

We are creating a quote with a document attached to it. When posted and then trying to create an invoice, the attachment from the Quote is not flowing automatically, we have to manually attach it. Is this a bug? or is it possible to enable an option where the attachements automatically carry forward?

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Dynamics 365 Business Central

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JAngle 133 on at

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This currently standard. Try using “Links” instead. That way you have the document stored in a central place like SharePoint.

Having it flow to the posted document can be achieved with a modification.

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Amrish_ENO 10 on at

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Thanks. What exactly is "Links" and where can I find this setting?

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JAngle 133 on at

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This explains where/how: docs.microsoft.com/.../ui-how-add-link-to-record

Some pages have the Links section hidden. Use personalisation to reveal it

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Amit Baru 3,037 on at

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Hi,

Use below link for the above requirement.

https://erpconsultors.com/add-notes-links-and-attachments-in-pages/

Regards

Amit Sharma

www.erpconsultors.com

linkedin.com/in/amit-sharma-94542440/

Press yes if info is useful.

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Jeffrey Bulanadi 8,760 on at

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Hi Amrish,

In addition for the above suggestion.

You can store your attachments into a cloud storage e.g. sharepoint, onedrive and use the links page to put note the link for attachment.

https://docs.microsoft.com/en-us/dynamics365/business-central/ui-how-add-link-to-record

Here are some videos that will help you understand how actually link does.

https://www.youtube.com/watch?v=OKGyz-hZw9M
https://usedynamics.com/business-central/sales/add-notes-and-links/

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, or you can use Incoming document features in Sales Order. This will be automatically posted to the Posted invoice.

https://docs.microsoft.com/en-us/dynamics365/business-central/across-income-documents#incoming-document-features

Hope this helps as well.

Thanks.

ZHU

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Amrish66 35 on at

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Hi Zhu,

I have tried this method but once the oder creator (user 1) posts the order with the attachment, the approver (user 2) is unable to view the attached document. How can we overcome this? We need the attachment to automatically flow to the approver once posted by the creator

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