How to attach files/ documents after posting Journal (General, Invoice, Payments and Expense) in Dynamics 365 (D365)
General functionality available in Dynamics 365 (D365):
D365 provides a feature to attach documents of various business types when a journal is created from any module. Click on the paper clip button as shown below to open attachments work space
Attachments option is available as long as the journal is not posted
Once the journal is posted, New button in attachments form gets disabled
Most of the business will require to attach documents even after posting journals for Audit purposes. In order to do this, respective journal tables have to be enabled in Active documents tables. Follow the steps to enable journals for attachments even after posting
1. Navigate to Organization and administration > Document management > Active document tables, Click to add required table names in the list. Table names for journals are
a. LedgerJournalTable
b. LedgerJournalTrans
2. Flag "Always enabled" check box
Once the setup is complete, Attachments get enabled even after posting journals
General functionality available in Dynamics 365 (D365):
D365 provides a feature to attach documents of various business types when a journal is created from any module. Click on the paper clip button as shown below to open attachments work space
Attachments option is available as long as the journal is not posted
Once the journal is posted, New button in attachments form gets disabled
Most of the business will require to attach documents even after posting journals for Audit purposes. In order to do this, respective journal tables have to be enabled in Active documents tables. Follow the steps to enable journals for attachments even after posting
1. Navigate to Organization and administration > Document management > Active document tables, Click to add required table names in the list. Table names for journals are
a. LedgerJournalTable
b. LedgerJournalTrans
2. Flag "Always enabled" check box
Once the setup is complete, Attachments get enabled even after posting journals
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