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Purchase order - line attachments from idem card

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Posted on by 5

Hello

We are now in the process of integration of BC in company. We have noticed that on item card we can add attachments and check mark to flow to purchase transaction or sale transaction. Example below is drawing of an item in dwg file format attached to one of the items. 

pastedimage1672320055060v1.png

Currently when we want to send order by e-mail, only PDF with order is attached to e-mail, line attachments are not present. 

How we can make a purchase order to a vendor including all attachments from items in purchase lines? 

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  • Holo_AV Profile Picture
    Holo_AV 95 on at
    RE: Purchase order - line attachments from idem card

    Guus van Dongen I have been presenting the same issue as you. It was working perfectly in the last version, and in the new update the option to attach attachments from source is gone, as a matter of fact, I only get attachments that are linked to the vendor, but not the ones linked to the item.

  • benovic Profile Picture
    benovic 350 on at
    RE: Purchase order - line attachments from idem card

    Hi Guus,

    strangely, this feature went away quietly for ourselves, too. Have you found a soultion for line item attachments yet?

    greetings

    b

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Purchase order - line attachments from idem card

    I am not aware of any setting that will fix this, so I still think it needs to be customized or fixed by an add-on if avalible.

    I am currently working on a solution where we also need to achieve this and at the same time combine all the attachements into one PDF file. And we have not found any other way around this than customizing it.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,180 Super User on at
    RE: Purchase order - line attachments from idem card

    hi

    look documentation

    learn.microsoft.com/.../ui-how-add-link-to-record

    DAniele

  • Guus van Dongen Profile Picture
    Guus van Dongen 25 on at
    RE: Purchase order - line attachments from idem card

    Dear Inge M. Bruvik,

    I am expieriencing the same issue as Krzysztof_liftra.... And indeed.. as long as you put the option "Flow to Purchase stream" on true, the item attachement is shown as a line attachment within the purchase order.

    And it is very strange that this particular attachement isn't showing when you want to import attachments from sources by using the e-mail wizard (21.3)... Mainly because this same functionallity does work within the previous 21.1 version....

    Does anyone know how to deal with the problem mentioned above? Is any setting maybe the cause of the issue?

    Greetings,

    Guus

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Purchase order - line attachments from idem card

    They decide if the attachements will be sales and purchase transactions.

    But that does not mean you can have them automatically emailed to your vendor or customer.

    If you enable the two setting the attachement should be visible on sales and purchase orders.

  • RE: Purchase order - line attachments from idem card

    Thank you for reply.

    So, what kind of functionality have this two check mark fields ? I have tried to find it in documentation, but failed.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Purchase order - line attachments from idem card

    Ton achieve that you have to talk to your partner and get them to either do a customization around this or look at app-source if there are any app available that provides this functionality. There is no standard function that I know of that will do this for you.

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