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Business Document Management - Purchase Agreement

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Posted on by Alexandre DELAHAYE

Hello,

I try to configurate the Business Document Management for a customer, to show him the possibilities around this tools. He asked me to start with the purchase agreement because he has a specific development on it and he wants to see if he can easily do it only with setup.

I just begin on D365 and all the more on Business Document Management. I try to follow the step explained by Microsoft and I succeed for a large part of template, but obviously not for the purchase order ! In fact, I found it in the Microsoft LCS repository and like for the others, I tried to import it for my own configuration and Business Document Management. But I don't know why, I only have the mapping files but not the excel templates... I pretty sure to make something wrong, but after 2 days without any result, I prefer to have a new eye on my issue.

Microsoft LCS Repository :

My configuration after import :

I hope that someone can help me. Thanks in advance for your time.

Alexandre

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Vamsi Pranith 682 on at

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From the shared asset library - try to export and import this Purchase order (Excel).version.73.57 into your box and see if it helps.

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Ludwig Reinhard Microsoft Employee on at

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Good morning Alexandre,

If you click the Agreement confirmation Excel node in the LCS repository do you see the checkmark 'exists' / existe enabled?

If this is not the case then select the import button to get those Excel documents imported into your environment.

Best regards,

Ludwig

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Adrian Vlad on at

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Hi Alexandre,

Thank you for using Dynamics community!

To proceed with importing the configuration you need to make sure your test environment has one of these: https://fix.lcs.dynamics.com/Issue/Results?q=442727

After applying the specific kb for your environment, please use Microsoft > Global repository to import the configuration you need.

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Sukrut Parab 71,710 Moderator on at

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Hi ,

You have to go to global repository in Microsoft config provider and select Purchase agreement confirmation (Excel) report and import it . Just importing order model is not enough. Once you do that you should be able to see both the report

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