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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Please help me to add the attachment in sales order

(0) ShareShare
ReportReport
Posted on by 387

Dear Experts,

We are unable to add the attachment in NAV sales order ... required permission I have added on user ids. I have marked the attachment permission in given below screenshot. Please help me to resolve it. Super user are able to add the attachment in sales order. but other user is not able to do this activity. Several time I am using my ids to add the attachment in sales order.

We are using NAV 2016 version.

attachment-permiss.png

I have the same question (0)
  • Suggested answer
    ChazKimRP Profile Picture
    380 on at

    Hello,

    Please record yourself performing this action with a new permission set. You will then see what objects are touched in order to perform the task. This is how I create my new permission sets for tasks. There is definitely more than 4 objects needed to do this action in the system.

    If this helps please suggest the answer

    -Chaz Kim

  • Suggested answer
    Suresh Kulla Profile Picture
    50,243 Super User 2025 Season 2 on at

    Are you referring to the Links or creating an incoming document?  can you attach the screenshot of the action you are using to attach the documents to the sales order?

    If it is for links you need the BASIC permission which includes the Record Link table.

  • navision begginers Profile Picture
    387 on at

    Thank you for your kind reply, I am not talking about link....it is related to incoming document files(fact box).


    Please help on these critical issue.

    I will be thankful if someone can give resolution on these.

    4265.attachment-permiss.png

  • Verified answer
    ChazKimRP Profile Picture
    380 on at

    Well that specific factbox is Page 193. Below is every object within incoming in the name.

    ;Table;130;;Incoming Document;;Application;;Platform

    ;Table;131;;Incoming Documents Setup;;Application;;Platform

    ;Table;132;;Incoming Document Approver;;Application;;Platform

    ;Table;133;;Incoming Document Attachment;;Application;;Platform

    ;Page;189;;Incoming Document;;Application;;Platform

    ;Page;190;;Incoming Documents;;Application;;Platform

    ;Page;191;;Incoming Documents Setup;;Application;;Platform

    ;Page;192;;Incoming Document Approvers;;Application;;Platform

    ;Page;193;;Incoming Doc. Attach. FactBox;;Application;;Platform

    ;Page;194;;Incoming Document Attachments;;Application;;Platform

    ;Page;1626;;Office OCR Incoming Documents;;Application;;Platform

    ;Page;2122;;O365 Incoming Doc. Attch. List;;Application;;Platform

    ;Page;2123;;O365 Incoming Doc. Att. Pict.;;Application;;Platform

    ;Codeunit;132;;Release Incoming Document;;Application;;Platform

    ;Codeunit;133;;Send Incoming Document to OCR;;Application;;Platform

    ;Codeunit;1216;;Incoming Doc. with Data. Exch.;;Application;;Platform

    ;Codeunit;1217;;Pre-map Incoming Purch. Doc;;Application;;Platform

    ;Codeunit;1218;;Map Incoming Doc to Purch Doc;;Application;;Platform

    ;Codeunit;1224;;Map Incoming Doc to Gen. Line;;Application;;Platform

  • Verified answer
    Suresh Kulla Profile Picture
    50,243 Super User 2025 Season 2 on at

    Add 137 Inc. Doc. Attachment Overview Table to the Permission Set

  • navision begginers Profile Picture
    387 on at

    issue is resolved. All ids added in permission set.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,229

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,867 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,153 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans