web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Document Attachment
Microsoft Dynamics AX (Archived)

Document Attachment

(0) ShareShare
ReportReport
Posted on by Frank Hamelly | MVP... 46,625 Moderator

Is it possible to drill back on a Vendor invoice (not an invoice journal) from the General ledger trial balance account and view the attachments on the invoice?  I haven't been able to make this work.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Frank,

    You can do that but not directly with one click.

    (a) Please try opening the Trial Balance

    (b) Select for example the AP summary account

    (c) Open for example the credit transactions by clicking on the credit amount

    (d) In the transactions form select original document

    (e) Then select the journal through which the invoice was posted (alternatively you can chose for example the PO, ...)

    (f) Open it, identify the invoice and the attachment

    (This assumes that the attachment was made in the journal. If it was made at another place for example the vendor you have to Chose another path in step (e))

    Hope this helps,

    Ludwig

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Moderator on at

    Thanks Ludwig.  I have tried every possible navigation path from within the GL Trial Balance and cannot view the document attached to the original Vendor invoice or resulting voucher.  I've confirmed the document is attached to the invoice by viewing from the invoice voucher itself.

    My real question is, should I be able to drill back to it from the GL Trial Balance?  This is AX7 and perhaps Microsoft hasn't enabled this feature yet.

  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 49,657 Super User 2026 Season 1 on at

    Hi Frank,

    This is not doable using standard system. Standard system/ax works based on RecId(AutoId) of Table. The document attachment on current screen, will be one belonging to current Table record only.

    If you want  to achieve what you are looking for, a customization would be required.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Moderator on at

    Thank you Sohaib.  That was my (disappointed) assumption.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Pratik Bhosle Profile Picture

Pratik Bhosle 2

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans