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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Attach Document into A...
Finance | Project Operations, Human Resources, ...
Answered

Attach Document into Advanced ledger Settlement form

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Posted on by Ramit Paul 22,778 Most Valuable Professional

Dear Experts,

I have a scenario, I would appreciate if you could assist with this.

One of my customer using "Advanced Ledger Settlement" process and they want to add attachment into the same form.

However, the 'New' option is disabled, because that is not enabled form 'Active Document' form  in Org admin.

I just want to know what is the table name I need to add there and make it enable from 'Active Document' page.

Would look forward to hearing from you.

I have the same question (0)
  • KrisPetru Profile Picture
    KrisPetru 18 on at
    Attach Document into Advanced ledger Settlement form
    Hi @Ramit Paul.
     
    I am facing the same issue. You write, that in your case 18925 - Ledger settlements helped. I can´t find this one. Can you say, what was the system name? There are several tables with name Ledger settlements. But no one hast the same number as you are stating. And no one helped me with this issue. 
     
    Thanks 
  • Ramit Paul Profile Picture
    Ramit Paul 22,778 Most Valuable Professional on at
    RE: Attach Document into Advanced ledger Settlement form

    Thank you Andre,

    18925- Ledger settlements table catered this requirement.

    For the approach- it is just their internal communication from management, they want to keep for documentation.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,200 Super User 2025 Season 2 on at
    RE: Attach Document into Advanced ledger Settlement form

    Hi Ramit,

    You can try the view or the GeneralJournalAccountEntry.

    I wonder if the Settlement form would be the best place to store notes about the acquisition status of fixed assets.

  • Ramit Paul Profile Picture
    Ramit Paul 22,778 Most Valuable Professional on at
    RE: Attach Document into Advanced ledger Settlement form

    Thank you Andre for your advice, shall I try the shared table in active doc table?

    One of our customer uses ledger settlements to reconcile FA to be acquired.  It would be helpful to store i.e. emails where construction manager tells that a fixed asset cannot be acquired yet because the project is still on-going.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,200 Super User 2025 Season 2 on at
    RE: Attach Document into Advanced ledger Settlement form

    Hi Ramit,

    What is the purpose of having notes on the settlement form? There is a view used called LedgerTransSettlementView.  It has a main datasource with the table GeneralJournalAccountEntry. There are other joins to this table: GeneralJournalEntry, LedgerTransSettlement and LedgerTransSettlementAccount.

    Probably, you need to add the view or the main table of this view, but for what reason do you need to have notes here?

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