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Finance | Project Operations, Human Resources, ...
Answered

Missing document attachments for Journal lines

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Hi

I have a  very concerning issue currently being investigated by Microsoft support.  The issue appears to be some entries in the DocuRef table that link journal lines to document attachments stored in Blob storage have been removed.  All the evidence suggests that this this has happened after service update 10.0.8 platform 32 was automatically applied to Production on 15th February 2020. The attachments such as tax invoices are regularly viewed by the finance team and they raised this issue 2 days after the service update was applied. 

 We have a Sandbox (UAT) environment that is periodically refreshed  from Production, which has allowed me to compare the Docref tables and based on a random sample there appear to be no entries missing from the UAT environment but entries for the exact same voucher numbers in Prod are missing.  Note not all references to all attachments are missing, we have 8 companies and for 1 company all references and attachments seem to be there.  But for other companies every attachment reference in the DocuRef table and DocuVallue table is missing. 

Has anyone else encountered this issue and if so do you have a solution, to recover the missing entries . I logged the ticket with support a week ago and so far all they have been able to do is verify from examples sample I provided that yes the attachments are still in Blob storage but the entries linking them to journals are missing from the DocRef and DocValue tables. 

Any help gratefully received.

Best regards

Simon

I have the same question (0)
  • Luke Sha Profile Picture
    on at

    Hi, Simon

    If you had raise support ticket for this issue, let's work it closely to find the possible reason.

    If attachments are still saved in the Azure blob but link are missing in the DocuRef table,  probably something wrong in DB Sync。

    You can try below steps if possible

    1. Deploy one test environment same with PROD before upgrade, including customization

    2. PITR PROD DB (before upgrade) to test environment

    3. Apply same PU32 package again

    Check if issue can be reproduced.

  • Community Member Profile Picture
    on at

    Hi Luke

    thanks for the response, I don't have the capacity to do this currently. So I will have to wait and see if I get a reason for this and a solution from Microsoft soon.

    My immediate priority is to find a way to recover the DocuRef entries.  If Microsoft can't provide a solution soon I am going have to work to recover this table  with the help of a developer. I was hoping someone else may have encountered the same issue and had a solution.  Once recovered I will focus on why it happened and why Microsoft monitoring of the environment did not pick this up before the end users.

    Best regards

    Simon

  • Community Member Profile Picture
    on at

    Hi

    I am posting this update to Missing document attachments for journal lines as a cautionary tale for other D365 F&O users who make extensive use of document attachments.

    The missing documents fall into two scenarios:-

    1) the attachments are still present in blob storage the DocuValue entries still exist but the Docuref entries are missing

    2) the attachments no longer exist in blob storage and there are no DocuValue or Docuref entries

    After many weeks working with Microsoft support, we determined that this was unrelated to the release upgrade to 10.0.8 platform update 32 as originally suspected the attachments went missing just prior to this.  The missing Docuref entries for scenario 1 above were thankfully recovered using a script developed by Microsoft backend team to recreate the DocuRef entries based on the existing DocuValue entries.

    Unfortunately after a few months the conclusion from Microsoft support on scenario 2 is that there is no effective automated way to recover these attachments and it will be quicker to manually re-attach the documents (we have copies stored in SharePoint).  If we wish to do this there are over 1100 documents to re-attach manually to journal lines.  The problem is this will not give us the true audit trail of who originally attached these documents and due to staff changes since then.

    What is most concerning to me is the loss of Production data, with important audit history, with seemingly no explanation as to the root cause.

    If you use this functionality be aware of the potential risk of data loss that you may not easily be able to recover.

    Best regards

    Simon    

  • André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Simon,

    When it was unrelated to the release update, did you find another cause for this? Do you have customizations around this? Or probably an ISV solution?

  • Community Member Profile Picture
    on at

    Hi Andre

    I can confirm we have no ISV solutions installed and only a few minor customisations none which relate to the document attachment functionality.  So far no cause has been identified and it looks unlikely that we will be able to identify a cause unless it happens again.  So you can understand my concern when Production data goes missing with no identifiable cause.  

    Have you seen an issue like this before with ISV solutions or customisations?

    Best regards

    Simon

  • Rahul Mohta Profile Picture
    21,032 on at

    any alien code can influence std code

    would suggest to recreate the issue in std enviornment and then suggest if issue persists, in that case MS support and trace files would be the way forward

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Simon,

    I have not seen any issues myself. Not using the standard and also not with any ISV which I'm familiar with. So, indeed keep monitoring the system if it happens again.

  • Community Member Profile Picture
    on at

    Thanks Andre

    I have enabled database logging for the DocuValue and Document Ref tables so if records are deleted again I should be able to identify the cause.

    Best regards

    Simon

  • Community Member Profile Picture
    on at

    Hi Rahul

    Thanks for the reply,  this is not something that we have been able to recreate so the cause remains a mystery. To me and Microsoft I ahve enabled logging for delete on the DocuRef and DocuValue tables. So if it does happen again we should be able to identify the cause.

    Best regards

    Simon  

  • AA-24101732-0 Profile Picture
    15 on at

    Hi Simon, Andre,

    we had the same issue around October 2020, but we are just now seeing it as there is Audit at the customer. However, in our case it is attachments related to ISV solution. 

    All attachments related to ISV table records are missing from DocuRef table and we suspect the deletion happened just after deployment of Service Update 10.0.14. As attachments that were created after the Service Update 10.0.14 are there. 

    Are there any other updates related to this issues? I am trying as well with Microsoft support, but I really don't expect a resolution. 

    This is a very serious issue which completely breaks the trust in the system from customer side. 

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