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Questions regarding "Remove Reference to Record" in Navision 2018?

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Posted on by joshtechsolutions

4,203

Hi,

I notice that when I create Purchase Oder, while the status is "Open", I attached documents at the "Incoming Documents"

Scenario 1 : Let's say I attached a wrong file in the incoming Documents, while the PO status is "Open".

I will go to "My Incoming Document" > Select the attached document and view.

Then at the Ribbon > I will select "Remove Reference to Record". Then system will prompt if I want to remove the reference. I will select yes

Then it ask me, Do you want to delete the record. I assume that it is asking me if I still wants to keep the attachment file, to which I do not need it.

So I also select "Yes" to delete record.

To my surprise, however, my PO was also deleted.

I checked my PO but it was no longer there. I check change logs, and true enough it shows that my PO has been deleted.

Question: How come my PO gets deleted?

Scenario 2: Let's say I attached a wrong file in the incoming Documents, while the PO status is "Open". Then I "Post to Ship". Now when I go to "My Incoming Documents" I can't find my incoming documents in the "My Incoming Documents" page at all.

Question: How come when my status was open, I can see it, but when I post to Ship - I can't see it?

Categories:

Administration and Setup

Purchasing

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YUN ZHU 69,510 Super User 2024 Season 2 on at

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RE: Questions regarding "Remove Reference to Record" in Navision 2018?

Hi, I also tried the first scenario, it does not reproduce.

More details:

[View:/cfs-file/__key/communityserver-discussions-components-files/34/TestVideo01.mp4:997:748]

My test version:

For scenario 2, as Marco said, please check these filters.

Hope this will help.

Thanks.

ZHU
joshtechsolutions 4,203 on at

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RE: Questions regarding "Remove Reference to Record" in Navision 2018?

Hi Marco,

May I asked what will be the latest version number?

Mine is as below.

For the second scenario, may I asked where is this setting ? To set the incoming document to processed. Can you show me a screenshot?

Thank you!
Suggested answer

Marco Mels on at

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RE: Questions regarding "Remove Reference to Record" in Navision 2018?

Hello,

I ran the first scenario and it does not reproduce in latest Dynamics NAV 2018. Are you on latest CU build?

For the second scenario, I would assume the incoming document is set to processed. There is a filter set to Processed is No.

If you remove that filter, the document will show up again within Incoming Documents.

Thanks.