Dynamics Community Forum Thread Details

Invoice Attachments

Ledger entries... not sure... I know about posted doc (header or line) way only... For example (for line) If you attach the doc to Card (Item, Customer, Vendor) then you can set Flow to Sales Trx / Flow to Purch. Trx … and in this case you could see attachment in posted docs (Lines \ Line \ Attachments)

+ some info around the topic:

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What's New Document Attachment

Attaching a document to a master record, such as a description to an item, is now possible using the new Attachments feature. Users can attach a document to an item, customer, vendor, fixed asset, job, employee and resource with just a few clicks. Just open the master card and a new Attachments option is available in the ribbon. Once documents are attached the fact box is updated with the number of attached documents. Documents can be previewed once they are attached as well as deleted from the Document Attachments window.

Supported attachment types include: jpg','jpeg','bmp','png','tiff','tif','gif','pdf','docx' ,'doc','xlsx','xls','pptx','ppt','xml',txt and 'other'

The documents attached to a customer, vendor or item can flow (be attached) to transactions for those specific master records; if the attachments are marked. When attaching records to a customer mark the Flow to Sales Trx checkbox to enable the attachment to automatically be attached to sales transaction header records. When attaching records to a vendor, mark the Flow to Purch. Trx checkbox to enable the attachment to automatically flow to purchasing transaction header records. Item attachments can flow to either sales or purchasing transaction line items if the checkbox is marked.

Attachments will automatically flow between these transactions (no checkbox required):

Sales quote > sales order > sales invoice > posted sales invoice

Sales quote > sales invoice > posted sales invoice

Blanket sales order > sales order

Sales credit memo > posted sales credit memo

Sales return order > posted sales credit memo

Purchase quote > purchase order > posted purchase invoice

Blanket purchase order > purchase order > posted purchase invoice

Purchase credit memo > posted purchase credit memo

Purchase return order > posted purchase credit memo

Note: When partially receiving (sales or purchasing) invoices the document attachments only flow to the final invoice.

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