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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?
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
Hi, or you can use Incoming document features in Sales Order. This will be automatically posted to the Posted invoice.
Hope this helps as well.
Thanks.
ZHU
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/
Hi,
Use below link for the above requirement.
https://erpconsultors.com/add-notes-links-and-attachments-in-pages/
Regards
Amit Sharma
linkedin.com/in/amit-sharma-94542440/
Press yes if info is useful.
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
Thanks. What exactly is "Links" and where can I find this setting?
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