Supply chain | Supply Chain Management, Commerce

Attachments to Purchase Orders

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How to add attachments after purchase order is in a workflow - /In Review/ /Confirmed/ - there needs to be a way to add any attachments we need to regarding specific purchase orders

It doesn't make sense why it has to go back to the very beginning of the workflow by clicking on /Edit/ which puts into /Draft mode/ - its time not used effciently for all users that have to approve

Lets go IT where you at?

There has to be a way to add attachments regardless of the workflow status. Please advise how to do this, if this option is not yet available, please make this a PRIORITY for all users because its crucial.

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andreasraithel 4,823 Super User 2024 Season 2 on at

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Attachments to Purchase Orders

Hy,

as mentioned before I figured out again how we did it in the past using "reapproval request" rule within the purchasing policy.

I've summarized the confugration steps in my blog

Hope this helps.

Herzliche Grüße / kind regards,

Andreas Raithel

D365FO Solution Architect
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Ramit Paul 22,300 Most Valuable Professional on at

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Attachments to Purchase Orders

Hi,

Please try the below configuration, it will work and you can solve your issue.

Navigate to Purchase Order page, From Action Pane- select "Options"

Now Note the Table number

Now navigate to organization admin Module- Document management - Active Document tables- add new- give the Table ID (9669 in my case) and make sure to enable the "Always enable" option, now you can attach document any time regardless of status of the workflow.
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Kevin Xia Microsoft Employee on at

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Attachments to Purchase Orders

Hi,

I'm sorry for the bad user experience, you can go to Microsoft Ideas: Ideas (dynamics.com), ask for your request, other users will see your request and vote for it, Microsoft will pay attention to these posts, and if there are enough votes, Microsoft will convert the request into a standard feature.

Can you tell us about your business scenario? Logically speaking, when the workflow reaches the final stage, if the initiator needs to make any changes to the workflow (supplementary information or modified content), it needs to be re-approved, because there is no way to confirm that the content submitted by the initiator again meets the requirements. Or some companies' workflows are such that once the approval process is processed, the initiator is not allowed to modify the content or add materials unless the workflow is rejected.

Best regards,

Kevin
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andreasraithel 4,823 Super User 2024 Season 2 on at

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Attachments to Purchase Orders

Hy,

I'm not a 100% sure but there is an option within the "Purchasing poilcies" that is called "Reapproval rule for purchase orders" where specific fields from PO and PO-Line can be set as reaaproval required. And within the PO Workflow there can be a starting condition as well as a automatic decision called "Reapproval required". Means when you can define some tricky rules it could be feasable to avoid to start the Workflow because of an added attachment or to autoapprove if NO reapproveal is required. Just as an idea.

Herzliche Grüße / kind regards,

Andreas Raithel

D365FO Solution Architect