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Answered

Attachments general functionality

Posted on by 1,351

Hi, 

Anybody knows if there's a way of attach a note/document or any other type of file to a general ledger journal or an invoice journal after they have been posted? 

In free text invoices you can add attachmetns at any point so I think it should be the same for the GL and invoice journals. 

Thanks, 

  • Mattias Irveland Profile Picture
    Mattias Irveland 40 on at
    RE: Attachments general functionality

    This is great stuff but your attachments are only on the General journal transactions. If you delete them, via the clean up job, the important documents are gone.

    Is there a way to get the documents transferred to the posted transactions, just as you can do from order lines to invoice lines?

  • CapsLock Profile Picture
    CapsLock 1,351 on at
    RE: Attachments general functionality

    Thanks Vinit that was it!

  • Verified answer
    vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,326 on at
    RE: Attachments general functionality

    Hi,

    Try with 'LedgerJournalTrans' as shown below:

    pastedimage1601546465968v1.png

    If this doesn't work, Let us know the path of the form you want to attach and add a screenshot of the form for reference. 

  • CapsLock Profile Picture
    CapsLock 1,351 on at
    RE: Attachments general functionality

    I have tried with new but I can´t find it. If I achieve this I will share but in the meanwhile if anybody knows if it's possible to attach items at a voucher level after this has been posted please let me know. Thanks!

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 20,726 Most Valuable Professional on at
    RE: Attachments general functionality

    Hi,

    You can create "new" and add that from the table.

  • CapsLock Profile Picture
    CapsLock 1,351 on at
    RE: Attachments general functionality

    I can´t find it

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 20,726 Most Valuable Professional on at
    RE: Attachments general functionality

    11237 Journal lines- it is for journal lines

    Have you tried this?

  • CapsLock Profile Picture
    CapsLock 1,351 on at
    RE: Attachments general functionality

    Hi all,

    Many thanks for your responses.

    I enabled many options: 

    pastedimage1601461712854v1.png

    Now I can add attachment to posted general journals and posted invoice journals - great thanks!! 

    I still need to be able to do the same but at the line level. So in the posted journal, I go to the lines and place different attachments to each line. Is that possible. Any ideas which Active document tables do I have to enable? 

    Ludwig, this is mainly for invoice journals and what we want to attach is the image of the invoice. These need to be manually scanned thus it can happen after posting. In general ledger though we have to attach in the same fashion sometimes emails or other documents supporting the posting. 

    Many thanks again

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 20,726 Most Valuable Professional on at
    RE: Attachments general functionality

    Hi,

    The probable reason MS doesnt activate because of the data size behind the table, if you add data in the table, it can be slowness, however, we did not have any issue till date.

  • Suggested answer
    RE: Attachments general functionality

    Hi,

    Please also verify the below link:

    dynamicsinsights.com/.../

    Thanks,

    Sheela

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