Microsoft Dynamics NAV Incoming Documents – How to attach and view documents to the ‘Posted Purchase Invoice’ page in 5 easy steps!

Microsoft Dynamics NAV’s Incoming Document helps the user to efficiently upload and reference outside documents within their ERP database. Incoming Documents may be attached to unposted documents or journal lines and follow the posting to the resulting entries throughout NAV, notably posted documents and ledgers.

Below are steps on how to attach and view documents to the Posted Purchase Invoice page. Please note that the process is the same regardless of the page.

Step 1. Within the Posted Purchase Invoice page, click Attach File within the Incoming Document Files Fact Box.

Step 2. Select your document by browsing to the file location, choose the file and click Open.

Step 3. You can reference the attached document within the Fact Box.

Step 4. To view the file, simply click on the File from the Fact Box.

Step 5. When selecting Incoming Document from the Fact Box, it will open a page that will provide the file as well as providing the date the document was attached and by what user.

Note: The Incoming Documents will be accessible to any line that contains the document no. and posting date combination. Therefore, for the incoming documents that are attached from Ledger Entries, it can also be seen in the Posted Sales/Purchase Documents.

 

Daniel Sanchez

Daniel Sanchez

Technical Specialist

This post was written by Daniel Sanchez, Technical Specialist at Evolution Business Systems.

 

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