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Small and medium business | Business Central, N...
Suggested Answer

Is there a way to automate the transfer of attachments on the PO to the invoice posted from it?

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Posted on by

Ex.

One individual creates a PO and attaches pertinent documentation to that PO. 

Another person reviews the documentation that is attached to the PO when an invoice is received and adds the invoices as an attachment to the PO.

When the invoice is posted from the PO, all of the attachments stay with the PO and do not copy over to the invoice. 

So, when the PO is archived and deleted, the attachments are now gone unless they are manually copied to the invoice.

Is there a way to set up a PO so that the attachments will automatically copy over to each invoice posted?

Thank you!

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    98,421 Super User 2026 Season 1 on at

    Hi, I think you can try the following feature.

    pastedimage1661992398128v1.png

    pastedimage1661992422243v2.png

    pastedimage1661992435359v3.png

    Post

    pastedimage1661992449864v4.png

    You can find same document in Posted Purchase Invoice.

    pastedimage1661992468800v5.png

    Hope this helps.
    Thanks.

    ZHU

  • Suggested answer
    Amit Baru Profile Picture
    3,037 on at

    Hi,

    Pls use document attachment feature. for more info use the below link.

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

    Regards

    Amit Sharma

    www.erpconsultors.com

    https://www.linkedin.com/in/amit-sharma-94542440/

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