Document Attachment into Approved or Confirmed Purchase Orders in D365 FO

Dear Dynamics 365 Lovers

Few Days back I wrote a blog on document attachment into D365 forms and its configuration setup Blog on Document attachment

Now, In this blog I wrote about document attachment function if the Purchase Order is approved, confirmed and even invoiced

Business Scenario

The standard default functionality is – Document can be attached into purchase orders (PO) at the time of creation, and once the PO is submitted into workflow, attaching file is not possible.

In this blog, we shall talk about- How the document attachment is possible if the Purchase Order is approved, confirmed and even invoiced.

Let’s explore the Solution

Go to Organization Administration- Document Management – Active Document tables

Activate the below forms

12071- Purchase Orders- It will enable the document attachment from the Purchase Order forms

6934- Purchase Order Lines- It will enable the document attachment from the Purchase Order lines

The Setup is done

 Now the document attachment is possible if the Purchase Order is approved, confirmed and even invoiced.

This is it, I hope this blog will be useful for you, for more blog stay tuned.