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