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Sales Order Attachments

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Posted on by Jared M

When we create a sales order, we need all existing attachments that are attached to the sales order to carry over to the invoices generated from the sales order. Simple example below:

Create SO101 and attach doc A
Generate a sales invoice from SO101 and doc A is attached to the sales invoice
Add doc B to SO101 (so now there are 2 attachments)
Generate another sales invoice from SO101 and have doc A and doc B both show up as attachments on the new sales invoice
Repeat as many times as needed, with each new sales invoice generated having all existing attachments come through

It appears this functionality doesn't exist natively in BC. Can someone confirm that? And if so, how would we go about customizing so we can get this functionality?

Thanks,

Jared

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Dynamics 365 Business Central

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KHayston 76 on at

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Sales Order Attachments

Hi Jared

I just played around with, presuming that you partial ship & invoice from SO101.

It appears that all documents attached to an order will be moved to the final invoice - after all lines have been shipped & invoiced.

The only way around it - unless you want to pay for customisation - would be to manually attach the documents to the invoices created.

If you want the customisation you need to talk to whoever is customising Dynamics for you.

Sorry

Katarina
Jared M 40 on at

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Sales Order Attachments

@ZHU Thanks for pointing me to that blog post, but it's a different request. Your post is helpful for attaching documents that are generated by BC (like sales confirmations), but we're wanting to attach a document generated externally (e.g. something sent by the customer), and then see that document show up on the posted sales invoice. Right now, if we upload a document to the sales order, it shows up just on the sales order (and when we ship/invoice, it doesn't carry over onto the newly generated posted sales invoice). Is there a way to get those externally generated documents to come through on the posted sales invoices?

Thanks,

Jared
Suggested answer

YUN ZHU 74,115 Super User 2024 Season 2 on at

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Sales Order Attachments

Hi, I've done a simple test before that I hope will give you some hints.

Automatically attaching as PDF to posted sales invoice (Document Attachment)

https://yzhums.com/20657/

Thanks.

ZHU