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Does attachment automatically flow from Quote to Invoice?

Posted on by 10

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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  • Amrish66 Profile Picture
    Amrish66 35 on at
    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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    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

    pastedimage1662355971145v1.png

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Jeffrey Bulanadi Profile Picture
    Jeffrey Bulanadi 644 on at
    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/
     

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    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.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    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 Profile Picture
    Amrish_ENO 10 on at
    RE: Does attachment automatically flow from Quote to Invoice?

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

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    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.

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