Attaching and Retrieving Original Vendor Invoices: Part II – After Posting in AX 2012
Posted on: June 20, 2016 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Authored by: Rosey McAdams
In the few months since writing this blog post, I have had several inquiries into whether or not documents can be attached to journals/journal lines that have already been posted. If you have tried to do this, like many others, you may come to the conclusion that this is simply not possible – after posting a journal you go into a line and click on the document handling button only to find the New button is grayed out. In this case, your conclusion is correct, with certain setup, attaching documents to posted invoices is not possible.
However, if your organization finds it absolutely necessary to attach invoices after posting there is a setup parameter we can change within AX to allow you to do so. To allow documents to be attached to posted journal lines follow the steps below:
1) Navigate to: Organization administration > Setup > Document Management > Active Document Tables
2) Click on New:
3) In the reference table ID field enter 212 – the table name field should auto populate to Journal Lines.
4) Select the Always enabled field.
You should now be able to attach invoices to the vendor lines of posted invoice journals. You can change this parameter for several other AX tables that may be locked from attaching documents to by choosing the specific table that you want to enable for document handling.
Please note – you should be wary of the fact that documents can also now be deleted from a journal line at any time, this might be an issue if you want to ensure that that document ALWAYS stays with this invoice. I would recommend training users to always attach documents prior to posting. I would only enable document handling for posted journal lines if someone forgot to attach before posting, and it is absolutely necessary to attach the document to the posted journal. Once attached, I would then disable this feature.
Hopefully this tip is helpful if you are in a jam and forgot to attach your invoice before posting! For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.
All the best!
Logan Consulting
www.loganconsulting.com