How to Attach Files to Posted AP Invoice Journals in D365 Finance and Supply Chain

by | Updated December 1, 2020 | Accounts Payable, Dynamics 365 for Finance and Operations

In Dynamics 365 Finance and Supply Chain there are specific tables and setup needed so users can add attachments to “Posted” Accounts Payable Invoice Journals.

Setup Parameters for posting AP Invoice Journals

1. Go to Organization Administration>Document Management> Document management parameters

go to files orgainization admin

2. Select the “General” Tab
3. Change to “Yes” on the “Use Active document tables
Note: If set to No, the default behavior is to allow attachments to all tables except posted documents/journals, which are disabled by default. Setting the table up in Active document tables is what allows attachments for posted records.

Use active document tables

4. Next Go to Organization Administration>Document Management> Active Document Tables

active document tables

5. Click “Update
Note: The Reference table 11709 “Ledger journal table” needs to be selected

update

6. Click Edit and select the table name “Ledger Journal Table” under the “Always enabled” field
7. Click Save

always enabled field

posted

New” button enabled

Select new

 

 

 

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