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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Document attachment to...
Microsoft Dynamics GP (Archived)

Document attachment to historical posted invoice

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Posted on by Mark K 150

Hello all, I was wondering does anyone know if it is possible to attach a document (pdf, word, jpeg...) to a sales invoice once it has been posted and is in history? I can look up all my old invoices and can look at the documents which had been attached before posting, but can not add them. Is there something that I am missing or did Microsoft not add this feature?

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  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    I can in GP 2013 Mark.  What version are you on?

  • Mark K Profile Picture
    Mark K 150 on at

    Hi Frank, I am on version 12.00.1343. Just to clarify, I am referring to doing an Inquiry -> Sales -> Sales Documents, selecting the paperclip to open the document attachment window. From here all I have is the preview option.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Interesting.  12.00 is GP 2013.  I can attach a file to an Historical doc in Sales Document Inquiry.  Maybe a security issue?  Can you attach a file to open documents?  is your OLE path set? (points to the folder where docs are saved as attachments).

  • Mark K Profile Picture
    Mark K 150 on at

    Frank: Not sure if it is a security issue, I am a power user in GP and sysadmin in SQL. Yes, I can attach and preview files before the document is posted. Yes, the OLE path is set in the Dex.ini file.

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Mark, I misread your second post - thought you were referring to the Doc attachment in the note field.  The window that opens when you click the paper clip in the sales doc inquiry window is an inquiry window itself.  You cannot attach a document here.  However, you could attach it in the note field.  Sorry for the confusion.

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Well, nothing more valuable to add up. You just can't attach documents to posted transactions. You may consider this post for further illustration;

    Document Attachment - Transaction versus inquiry

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