Attaching documents in Dynamics 365 for Financials and Operations

(0) Share

Report

Posted on by Community Member

Hello,

This resource https://madeira.microsoft.com/fr-fr/documentation/across-how-connect-disconnect-income-document-records/ says in the top paragraph that "you can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries..".

I can see the 'Incoming Document Files' fact-box on the 'Posted Purchase Invoices' page, and can use this to attach documents (pdf's, jpegs, etc) to chosen purchase invoices. However, I cannot see the same fact-box on the 'Posted Sales Invoices' page. How do I attach incoming document files to posted sales documents? [I'm working in a UK Cronus d/b, version 17334.]

(It would also be really useful to be able to attach documents to customers, vendors and items, but the relevant fact-box isn't available on those pages either.)

Thanks,

Malcolm

Categories:

Other

I have the same question (0)

All responses (7)

Answers (1)

Marco Mels on at

Like (0)

Report

Hello Malcolm,

Thank you for reporting this. We will ask the product group to expose the Incoming Documents fact box to the Posted Sales Invoices as well.

With the OnPrem release of Dynamics NAV, it is exposed as I just verified it.

Thanks a lot.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks Marco, I will look forward to using the new fact box.

ATB,

Malcolm

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello, when is this adjustment / correction likely to appear in D365F? I have seen no change. Is it being held until the next monthly release? Thanks, M.

Was this reply helpful? Yes No
Marco Mels on at

Like (0)

Report

Good morning Malcolm,

Sorry for delay in responding to you, I have been on leave for a while. The team came back with the following answer:

"Supportive documentation is commonly used with expenses and PO's, whereas it not so often is necessary for sales documents, as we (NAV) produce the artifacts ourselves and the related documents are available otherwise, e.g. via 'Navigate'. Therefore we choose to make the 'Incoming Documents' factbox optional for the sales documents, as you did correctly mention, this can only be made visible in the Windows client, but not in the web client. A work-around for this is to go to 'Navigate' and find the related G/L Entries, and add the supportive info there instead."

Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hello Marco.

Thank you for coming back to me and letting me know the situation.

I am pretty unimpressed by the team's answer, in light of what it says about the capabilities of Madeira / D365F in my first post above. I don't see the proposed work-around as suitable as it would bury the attached documents far too deeply in the system - I wouldn't want the Sales Order Processor to have to dig all the way down to the G/L Entries to see a copy of the customer's purchase order, which should be attached to the D365F sales invoice.

Kind regards,

Malcolm

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

This idea ideas.dynamics.com/.../ID0002610 added to the ideas forum. Please log in and 'vote it up' if you can see a need to attach pdf's and similar to records in D365FO!

Was this reply helpful? Yes No
Joel Texas 10 on at

Like (0)

Report

I am also waiting for this feature before pulling the trigger and switching from Quickbooks Enterprise to Dynamics 365 for Financials business edition. We use attachments for jobs (plans, pictures, PO's from builders), vendors (price sheets, sales brochures, contracts, W2's), items( spec sheets), and more. We are also waiting on a notes tab or field. We make a lot of notes about customers, items, vendors and more. We are eager to switch to a true cloud software with D365 for business but can't lose those 2 abilities because they are vital for us.

Was this reply helpful? Yes No