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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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Amrish66 35 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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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Jeffrey Bulanadi 644 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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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Amit Baru 3,025 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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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JAngle 33,159 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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
Amrish_ENO 10 on at

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RE: Does attachment automatically flow from Quote to Invoice?

Thanks. What exactly is "Links" and where can I find this setting?
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JAngle 33,159 on at

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RE: Does attachment automatically flow from Quote to Invoice?

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.