Files can be attached in Business Central to efficiently upload and reference outside documents within your ERP system. By attaching file documents, you can associate tax invoices to purchase orders, order confirmation to sales orders, catalogues to Items, contracts with Vendors or Customers and many others. Different file types can be attached to unposted documents and once posted, the attachments will also flow to the resulting entries and posted documents throughout Business Central.
Attachments can be inserted in most of the pages in Business Central like orders or invoices, posted documents, master cards, and ledger entries.
Below are the steps on how to attach and view documents to a Sales Order and its Posted Sales Invoice. Please note that the process is the same regardless of the page.
To attach a document in Sales Order, click Documents in the Attachments Factbox at the right-hand side of the page.
A file can be attached by clicking Select File then Choose and browse to the files from your drive, or drag and drop the file in the Choose button.
Once the file is attached, it will fill in the columns like type of file, the user who attached the file, and date and time it has been attached. Multiple files can be attached by simply clicking the next line.
In the Sales Order page, it will show the no. of attachments that is inserted to the Sales Order like in the example below it shows ‘2’. To open the attachments, click the number in the Documents and click the link of the document name or select Preview.
When the Sales Order is posted, the attachments will also flow into the Posted Sales Invoice page which can be viewed from the Factbox.
Attachments can still be deleted in the posted document page. In the Posted Sales Invoice page, click Manage and select Delete.
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Mike Arenas is Customer Support Manager at EBS. Mike has in-depth experience in Microsoft Dynamics 365 Business Central and NAV, with expertise in Manufacturing, Warehouse Management, Trade, Inventory Costing, Finance, and AR/AP modules. Customer support is Mike’s real passion and he particularly enjoys translating the intricacies of software support to an easy to understand approach to clients.