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I am trying to attach documents to vendor files -- i.e. W-9 -- but I cannot get the file to the vendor screen, the document ends up under "My documents". Is there a way to do this?
Here is the current process -- I go to the vendor section, place the cursor next to the vendor and then go to "incoming documents" (on the right hand side) Then I choose create from file -- to upload the file. After I select the document, the system places the file under My documents. When I go back to the vendor, there are no documents attached to the vendor.
BTW -- I have used this feature for general journals and it works fine. I just don't seem to be able to do it for the vendor files.
Thank you
Hello. We are adding a feature called Document Attachments that will allow you to attach documents to master record like the vendor. This feature will be coming soon but I don't have the exact update yet. Stay tuned.
Jodi Christiansen
PM, Microsoft
The incoming document feature is used to store original documents that ends up as journal entries or purchase invoices - either by being manually typed or sent through and invoice capture service (OCR).
We do not enforce anything in the manual scenario, hence it is possible to attach any file to journal lines that are created for incoming documents. However, there is no feature for "creating" vendors based on incoming documents and get a document attached.
Instead of using incoming documents for the W9 scenario we need a general attachment feature on entities such as vendor, customer, item etc. This is requested by many, and being considered.
Regards,
Peter
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