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Attachment not transfer automatically from sales order to invoice

Posted on by 1,771

Hi,

I upgraded GP from GP2013 SP2 to GP2015R2.  All the attachments were transferring in GP2013 when transfer sales order to invoice automatically.  But in GP2015, attachment is not transferring automatically when transferring sales order to sales invoice.  Kindly advice is there any setup need to be done to transfer the attachments automatically.

Please find below sample, here there is an attachment in document attachment of  the sales order but it did not transferred automatically to sales invoice when transferred sales order to sales invoice.

SOINV1.png

Sales order

SOINV2.png

SOPINV3.png

Please provide solution it was available in GP2013 OLE attachments how we can do the same process in new GP document attachment functionality, here we want to find Purchase order in sales order as well as sales invoice level, but hence attachment is not transferring automatically we need to open sales order to view the PO details.

Regards,

Noushad

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Moderator on at
    RE: Attachment not transfer automatically from sales order to invoice

    I have no definite answer to this, but to think that this might be an 'oversight' by Microsoft when they switched from OLE Notes in GP 2010 to Document attachments in 2013..

    I suggest to open a bug report or change request in the new 'ideas' site (formerly known as MS Connect).

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