Introduction
In this blog, we will delve into a significant aspect of document management - enabling the attachment option in D365 F&O. We will explore how this feature can be activated and how it can be customized to suit specific business needs.
Understanding the Business Requirement
Businesses often encounter scenarios where customers attach documents to various forms like Sales Orders, Purchase Orders, and Journals. These attachments serve as essential references, aiding in clear communication and smooth operations. Sometimes, these attachments need to be associated with specific lines within these forms.
For instance, attaching a document to each Sales Order line can provide detailed information, enhancing transparency and collaboration.
Configuration for Attachment Feature
Enabling the attachment feature in D365 F&O involves a few simple yet crucial steps.
Let's break down the process:
1. Identify the Form
Navigate to the desired form where the attachment functionality needs to be enabled.
For example, if we aim to attach documents to Sales Order lines, follow this path: Account Receivable > Orders > All Sales Orders.
Open the relevant sales order, right-click on the form, choose "Form Information," and click on the Form Name to copy it.
2. Active Document Tables Configuration
Head over to Organization Administration > Document Management > Active Document Tables.
Here, filter the tables using the copied form name. This step ensures that the attachment option is available for the specified form. Enable the table for attachments.
3. Fine-Tuning Attachment Access
Should you wish to disable attachment functionality for specific forms, you can achieve this by adding the form names to the relevant configuration. This empowers businesses to tailor the attachment feature according to their specific needs.
4. Experience the Enhanced Functionality
Refresh the browser, and you'll notice the "greyed-out" attachment button is now activated for the designated sales order.
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Why Use This Functionality
While it's possible to enable document attachments from the backend, utilizing the built-in functionality is recommended.
This approach ensures alignment with the platform's design principles and simplifies the configuration process. Moreover, this functionality comes enabled by default for most forms, illustrating its importance in document management.
Bonus: Enabling Attachment Counts
As a bonus, let's explore how to enable attachment counts, enhancing the visibility of attachments. This additional configuration can provide quick insights into the number of attachments associated with each entity. Follow these steps:
Navigate to System Administration > Setup > Client performance option.
Enable the "DOCUMENT HANDLING COUNTS" option.
This simple tweak empowers users to gauge the attachment volume at a glance, enhancing decision-making and organization.
Conclusion
By following the steps outlined in this blog, businesses can enable this functionality with ease, ensuring that critical information is at their fingertips. Furthermore, the bonus tip on enabling attachment counts adds an extra layer of insight to the process.
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