·
1 min read

Attachment function using Document handling for settled “closed” transaction

You may get into the following situation where trying to attach a document  on a paid “settled” transaction, and the new button is dimmed.

Assuming that there is a vendor settled invoice transaction, and go to document handling  by Go to File| Command| Document handling

There is an option in Microsoft Dynamics AX where to be able to activate the document handling for the closed “settled” transactions.  

 

First need to specify a table(s) for document handing,

1-      Go to Organization and administration| Setup| Document management| Active document tables

2-      In the active document tables form, press Ctrl + N to create a new record

3-      Select table name “in my example I’ve selected Vendor transactions table [VendTrans]”

4-      Mark always enabled

  1. Go to Accounts payable| Common| Vendors| All vendor
  2. Select a particular vendor, then press Transactions
  3. Highlight the closed transaction in my example “APIN000003”
  4. Go to File| Command| Document handling
  5. In the document handling form you can add new file

 

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!