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Small and medium business | Business Central, N...
Suggested Answer

incoming document files - posted sales invoices

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Posted on by 15

Hi,

Can i delete an incoming document file from the posted sales invoices? pastedimage1660920683639v2.png

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Yes, you can.

    Go to your incoming document and chose remove reference to record.

    Then your invoice and the incoming document will no longer be linked.

    pastedimage1660921167635v1.png

  • BelindaT Profile Picture
    15 on at

    Thanks

    exactly what i needed :-)

    maybe can you also explain the difference between incoming document files and attachements? :-)

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    You are welcome, happy to help!

    Please make sure to click yes on answered if it helped you.

    The major difference between incoming document and attachment is that incoming document have a whole process connected to it. Where you can run approval of a incoming document before it is posted.  And the incoming document can be foundation for different kinds of transactions. Often incoming document is also connected to a process where you receive electronic documents either from files or scanned PDF files that are being read by a PDF interpreter.

    Attachment are more loosely connected  to the record there are very little underlying data behind an attachment and you can not send them on approval like you can with an incoming document.

    So if you do not have any use for the processes around incoming document and maybe you have an external procurement system i would recommend you use attachments.

    I hope that gave you a little better understanding. You can read more about attachments here.

    docs.microsoft.com/.../ui-how-add-link-to-record

  • BelindaT Profile Picture
    15 on at

    Hi Thanks for the explanation! it helps

    Just one question: at the general ledger entries and vendor ledger entries we don't have "attachement", only the option "incoming documents". So i asume that we can add our "loosely" documents under incoming documents here?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Yes that you can do to already posted transactions.

    You have a function for creating incoming document from file in the ledger entries page.

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