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Suggested answer

How to copy attachment from PR to PO

Posted on by 25

Hello;

how can i copy attachments from purchase requisition to its related purchase order?

i mean internally inside the D365, not to export then add it again.

is there anyway? thanks and and appreciated.

  • MATTGUO Profile Picture
    MATTGUO 22,296 on at
    RE: How to copy attachment from PR to PO

    Hi Hesham,

    For now, there is no the feature to copy and paste attachment, create an idea for this requirement: experience.dynamics.com/.../

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,417 on at
    RE: How to copy attachment from PR to PO

    Hi Hesham,

    Attachments cannot be copied from one form to another form until there is a functionality already built into the system. For other scenarios you might need to do customizations.

    Without customization, you will need to do it manually i.e. export and add files again (like you mentioned).

  • Hesham Attieh Profile Picture
    Hesham Attieh 25 on at
    RE: How to copy attachment from PR to PO

    Dear All thanks alot for your helpful replies,

    OK, so lemme rephrase the request,

    Can I copy paste the attachment from (somewhere to somewhere) inside the system? or I must export and add files again ?

    thanks..

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    RE: How to copy attachment from PR to PO

    Hi Hesham,

    As you know that each PR line can be converted in different PO, so Dynamics will move attachment from PR lines to respective PO .

    It will not transfer the attachment on PR header

  • MATTGUO Profile Picture
    MATTGUO 22,296 on at
    RE: How to copy attachment from PR to PO

    Hi Hesham,

    PR lines attachment can be transferred to PO line, but PR header attachment can not be transferred to PO.

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,417 on at
    RE: How to copy attachment from PR to PO

    Hi Hesham,

    It has to be done manually.

    You can make a customization to take care of this though. Please check this link to check how this can be done.

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