Attachment at Invoice of Purchase Order

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Posted on by AX_Consultant

Hello All,

I want to know, if I attach a Attachment at the Time of Purchase Order confirmation or Purchase Order receiving at the Purchase Order Header,

Do i get the same attachment at the time Invoicing of the Purchase Order, As I am unable to see any Attachment while Invoicing.

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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RE: Attachment at Invoice of Purchase Order

Hello AX Consultant,

What document do you want to attach?

Do you want to attach the document manually or do you expect an automatic attachment of a specific document?

Would be great if you could elaborate and possibly provide some supporting screenprints.

Many thanks,

Ludwig

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AX_Consultant 73 on at

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RE: Attachment at Invoice of Purchase Order

I am attaching an Attachment in the Document manually in the PO Header,

Now when I am Checking at the Invoicing form, I am unable to see any Attachment, which I uploaded at the time of confirming or receiving

Kindly let me know if we are able to see the same attachment at the Invoicing form

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Ludwig Reinhard Microsoft Employee on at

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RE: Attachment at Invoice of Purchase Order

Hi AX Consultant,

The problem with those attachments is that they are all recorded in the same 'docuref' table but with a difference reference in the RefTable field.

The PO header attachment gets for example the RefTable ID 345 while the attachment made at the pending vendor invoice form the RefTable ID 1425.

Depending on the form that you open different filters apply and that is why you cannot see the PO header attachment when you open the pending vendor invoice form.

You would need to talk to a developer to make an adjustment if you need this kind of document attachment view.

Best regards,

Ludwig

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Satish Panwar 14,671 Moderator on at

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RE: Attachment at Invoice of Purchase Order

Hi AX_Consultant,

The ability to copy notes was introduced on sales side and still seems to be GAP on purchasing side. However if you need to get this extended. see how sales side is copying notes.

Do know that this will result in duplicate of notes which is not recommended and may be the reason why doesn't exist. If someone needs to view notes, they can always go to invoice, from there to PO and then view the notes. Assuming you don't have to print PO invoices and you receive them from supplier and not send them out (as on sales side). Please make careful consideration before you plan to go down the customization path. Docu::copy function should be able to do what you are looking for.

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Satish Panwar 14,671 Moderator on at

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RE: Attachment at Invoice of Purchase Order

Hi AX_Consultant,

Do you have any further questions on this thread. If your original question has been answered, can you take time to help verify the answer if the information provided above is correct.

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