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Document Attachment

Posted on by 4,029 Super User 2024 Season 2

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.

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  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Document Attachment

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

  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: Document Attachment

    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... 4,029 Super User 2024 Season 2 on at
    RE: Document Attachment

    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.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Document Attachment

    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

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