Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Attachment option disabled

Posted on by 3,945

Hi Friends,

Actually while working on the Project quotation I find that once the project quotation get confirmed I cannot attach any document to it whereas in the sales quotation, PO, Sales order I can attach after confirmation, what can be the logic or business logic behind this.
Thanks in advance.
Regards
Imran Ul Haq
  • imran ul haq Profile Picture
    imran ul haq 3,945 on at
    RE: Attachment option disabled

    Hi Akshay,

    Thanks for your reply.

    I tried the way you said and I added the sales quotation in the Active Document Table, and it worked fine. But for the testing purpose I delete the record I created for the sale quotation and even after deleting i can attach the document, i don't know how, strange.

    Thanks

    Imran Ul Haq

  • Suggested answer
    Akshay Profile Picture
    Akshay 45 on at
    RE: Attachment option disabled

    Hi Imran,

    Have you tried turning on SalesQuotationTable in the Active document tables setup. You don't need to turn on Active Document tables parameter. But if you just add the table (Ref Table Id 8572, Sales Quotation) to the list in Active document tables (Organization administration > Document management > Active Document  Tables). While Active Document Tables is designed towards restricting document attachments across the board, we dont need to turn it on. Instead, just add the table. This is a work around that I've seen used many times.

    There is already a discussion on this before - community.dynamics.com/.../783241

    Thanks

    Akshay

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans