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

Posted on by 4,359

Hi,

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

pastedimage1635840285206v1.png

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.

pastedimage1635840744397v2.png

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

pastedimage1635840959601v3.png pastedimage1635841115391v4.png 

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.

pastedimage1635841164925v5.png

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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    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:

    pastedimage1635988503712v1.png

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

    pastedimage1635988555119v2.png

    pastedimage1635988565205v3.png

    Hope this will help.

    Thanks.

    ZHU

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,359 on at
    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.

    pastedimage1635926753420v1.png

    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 Profile Picture
    Marco Mels on at
    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.

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