Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Report for attachments

(0) ShareShare
ReportReport
Posted on by 8

Hello dear All,

Would like to know if there is in D365 FO a report where i can extracted a list of PO´s that have  attachments (type)

pastedimage1678787727157v1.png

thank you

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,550 Super User 2024 Season 1 on at
    RE: Report for attachments

    Hi, Purchase orders listpage is All Purchase orders form

    Procurement and sourcing > Purchase orders > All purchase orders.

    same can be accessed from Accounts Payable> Purchase orders > All purchase orders.

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    RE: Report for attachments

    Purchase order list page is the place where all the purchase order header are found as a form in d365fo ui. As others suggested, you can simply fire an SQL query to get the respective records.

  • Aleja Profile Picture
    Aleja 8 on at
    RE: Report for attachments

    Hello Brian,

    where i can find the "Purchase order Listpage" (am not sure i would have access) - but if you can tell me if i can find, i will see with colleagues to try do perform the steps you emntioned.

    thank you

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2024 Season 2 on at
    RE: Report for attachments

    Hi Aleja,
    You can use Data management to export the entity "Purchase order header document attachments".

    In this entity, you will see the attachment types assigned to each PO.

    Hope that helps you.

    Magno

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,550 Super User 2024 Season 1 on at
    RE: Report for attachments

    Hi Aleja, I don't know if there is any standard report to display that information. However, it can be achieved by below SQL query. This query will return all Purchase order numbers that have an attachment. You can change value in DataAreaId for legal entity specific data. The result can be exported to csv, excel or other supported formats.

    select PurchId from PURCHTABLE
    join docuref
    on PURCHTABLE.RECID = docuref.REFRECID 
    And PURCHTABLE.DATAAREAID = 'USMF'

  • Brian Moyo Profile Picture
    Brian Moyo 130 on at
    RE: Report for attachments

    There is no standard report for this but a query can be built and added to the Purchase order Listpage to achieve the same result.

    The table name is "DocuRef".

    The field name is "TypeId"

    pastedimage1678792143480v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans