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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User unable to see a P...
Finance | Project Operations, Human Resources, ...
Answered

User unable to see a PO attachment

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Posted on by D365UG 40

Hello experts,

I've got an issue with an attachments (either to a PO or to a product receipt D365 FO).

I have one user who is unable to see the attachment, more precise - she sees that the attachment(s) is there (numbers on attachment icon) but as soon as she clicks on it she does not see anything.

Maybe someone had a similar problem?

(I did verify the roles, and in user preferences document handling set to YES).

Thanks for you help

Anya Dashe

I have the same question (0)
  • Verified answer
    MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at
    RE: User unable to see a PO attachment

    Hi Anya,

    Does this issue only happen to one user?

    What is the difference between the privilege of this user and normal users?

    Do you check if there are any filters?

    Please try to clear usage data.

    Moved to Finance forum.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: User unable to see a PO attachment

    Hello Anya Dashe,

    Please check the user options of your colleagues especially if the parameter settings for document handling in the 'preference tab' are set differently.

    Best regards,

    Ludwig

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,704 Super User 2025 Season 2 on at
    RE: User unable to see a PO attachment

    Hi Anya,

    Can you confirm if the document attachment form is opened or is the button not opening any form?

    Can you check if this user still has the default 'System user' security role assigned?

  • D365UG Profile Picture
    D365UG 40 on at
    RE: User unable to see a PO attachment

    Hello MATTGUO, Ludwig and André,

    Thanks for your replies. Clarification:

    André, the document attachment form is opened, and the user does not see any documents in it. System user role is assigned.

    MATTGUO, I compared the privileges with other users (from the same team who are able to see attachments) - no difference.

    What I also did (thinking it might be a computer issue and not D365) I made the user login from my machine, and the results are still the same.

    Thanks to all  

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,704 Super User 2025 Season 2 on at
    RE: User unable to see a PO attachment

    Hi Anya,

    When one user is not able to see the attachment records with the same security roles as other users, then I do think it might be a filter (e.g. saved view) for this user.

    It could also be due to a custom security policy (Extensible Data Security). Are you aware of such XDS policy?

  • D365UG Profile Picture
    D365UG 40 on at
    RE: User unable to see a PO attachment

    Hi André,

    XDS policy is definitely a new abbreviation in my vocabulary )).

    But I wanted to share that my issue got solved by resetting usage data. Now the user is able to see the attachments. Unfortunately I cannot say that I understand @ 100% how the filters work and what was the cause of the issue (non-IT background), but at least I have a happy user now.

    Thanks a lot for your support and replies.

    Anya

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