You can store external business documents in Business Central by attaching the document files to the related incoming document records. If the document, such as a purchase invoice, did not start its existence as an incoming document record, you can still create and connect an incoming document record to it later. You can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries by using the Incoming Document Files FactBox in, for example, the Posted Purchase Invoices and Vendor Ledger Entries pages.
From the Chart of Accounts and General Ledger Entries pages, you can use a search function to find general ledger entries for posted purchase and sales documents that do not have incoming document records and then centrally link to existing records or create new ones with attached document files. For more information, see Find Posted Documents without Incoming Document Records.
The following procedures show how to attach a file to an existing purchase invoice that was not created from an incoming document record and how to attach a file to a vendor ledger entry. Attaching a file to posted purchase or sales documents works in a similar way.
You can remove file attachments from non-posted documents at any time by deleting the related incoming document record. If the document is posted, then you must first remove the connection from the incoming document record.
The connection to the posted document is removed. You can now proceed to connect another incoming document record to the posted document as described in this topic.
Process Incoming Documents
Incoming Documents
Purchasing
Working with Business Central
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