Attachment not save on pending vendor invoice after being post

(0) Share

Report

Posted on by Faizan Qureshi

Dear All,

Hope you are good.

I am using Microsoft Dynamic AX 2012 R2, i am performing the following steps and facing an issue with the saving of attachments with invoice.

Step - 1 Create an invoice.

Step - 2 Open invoice from "Pending Vendor invoice" form.

Step - 3 Attached a document or file with it.

Step - 4 Post that invoice.

Step - 5 Filter invoice in "Open vendor invoices" form

Step - 6 Click on "Attachment" button and there is no attachment available.

One thing more i need to mention here that i can see the attachment when i go to vendor and check against its invoices. here is the screenshot of it but my concern that attachment should have to show in "open vendor invoice" form.

Can anyone help and let me know is this is a bug or is there any configuration missing or we need to do customization to achieve this thing.

I have the same question (0)

All responses (17)

Answers (2)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Faizan,

Can you check what you see if you open the invoice form from the vendor record?

In addition, open the vendor transactions from the vendor master record and try to find the line that represents the invoice. Can you identify an attachment there?

Best regards,

Ludwig

Was this reply helpful? Yes No
Faizan Qureshi 5 on at

Like (0)

Report

Hi Ludwig,

Thanks for reply,

i did attached the screenshot which is from vendor transactions from the vendor master record and it shows document that is attached with the invoice.

but i want to review that document from "Open Vendor Invoice" Form under "Attachment" button

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Faizan,

I see. So the document attachment is actually there and visible but not in the AX form or let's say in the 'place' where you want to see it.

Well, I think that there is no configuration that you can make use of because the 'place' where the attachment is shown has a linkage with a certain reference. If you also want to see the attachment in the open vendor invoice form you would thus have to talk to a developer for some help.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Jay Barot 1,502 on at

Like (0)

Report

Dear Faizan,

The same thing is working fine in my environment as default. We haven't done anything for this.I have attached one PDF document in one of my pending invoice and approved it and posted too. And checked open vendor invoice >> Clicked attachment and i found that attached file there.

You please check the document handling setup in your system.

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Jay,

Are you also operating AX2012 R2?

Interesting that AX seems to behave that much different.

@Faizan:

Can this possibly be the result of an external DMS system used as archiving system?!

Best regards,

Ludwig

Was this reply helpful? Yes No
Faizan Qureshi 5 on at

Like (0)

Report

Thanks for reply Jay,

Could you please share setups configuration screenshots so i can compare with my environment and check what is missing.

Was this reply helpful? Yes No
Jay Barot 1,502 on at

Like (0)

Report

Yes Ludwig.

we are are operating AX 2012 R2 CU7.

Was this reply helpful? Yes No
Jay Barot 1,502 on at

Like (0)

Report

HI Faizan,

Please let me know what setup exactly you want to compare so i can take required SS for needful.

Was this reply helpful? Yes No
Faizan Qureshi 5 on at

Like (0)

Report

Hi Jay,

I requirement document handling setup screenshots.

Was this reply helpful? Yes No
Suggested answer

Jay Barot 1,502 on at

Like (0)

Report

Please see the above screens for reference. Check your active document tables. I have tried to show you only related tables for vendor invoices.

Was this reply helpful? Yes No