How to: Create Incoming Document Records Directly from Documents and Entries

You can store external business documents in Dynamics 365 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 windows.

From the Chart of Accounts and General Ledger Entries windows, 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 How to: 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.

To create and connect an incoming document record from a purchase invoice

  1. Choose the Search for Page or Report icon, enter Purchase Invoices, and then choose the related link.
  2. Select the line for a purchase invoice that you want to attach a file to, and then choose the Create Incoming Document from File action.
  3. Alternatively, select the line for a purchase invoice that you want to attach a file to, and then choose the Attach File action.
  4. In the Insert File window, select the file that represents the incoming document in question, and then choose the Open button.

To create and connect an incoming document record from a vendor ledger entry

  1. Choose the Search for Page or Report icon, enter Vendor Ledger Entries, and then choose the related link.
  2. Select a line for a vendor ledger entry that you want to attach a file to, and then choose the Create Incoming Document from File action.
  3. Alternatively, select a line for a vendor ledger entry that you want to attach a file to, and then choose the Attach File action.
  4. In the Insert File window, select the file that represents the incoming document in question, and then choose the Open button.

To remove a connection from an incoming document record to a posted document

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.

  1. Choose the Search for Page or Report icon, enter Incoming Documents, and then choose the related link.
  2. Select the line for an incoming document record connected to a posted document that you want to remove, and then choose the Remove Reference to Record action.

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.

See Also

Process Incoming Documents
Incoming Documents
Purchasing
Working with Dynamics 365 for Finance and Operations, Business edition