Companies need line level attachments and attachments to Lots/serial numbers (information card), especially on the purchase receipt side. When items are received many times there is an inspection report from the vendor or a certificate of conformance that needs to be attached to the line on the purchase order / warehouse receipt / purchase receipt. This document may also be lot or serial number specific and ideally would be attached to the information card.
This is also seen on the sales side where a company may have a certificate of conformance or a quality document or documents that are item specific and would be attached to the sales line and related document lines (shipment/invoice, etc.).
Not having this is a major impediment to traceability and being able to produce proper quality certificates for products purchased or manufactured and sold
Category: Inventory
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team



Hi Kevin,

Just another customer with a technical bent. We had some same issue and have done quite an extensive customisation in this area. Rather than a generic attachment list (which doesn't allow enhanced workflow) we actually used a specific field for certificate of analysis and organic receipts (when required). We upload/download via actions in the menu. This has also been integrate to automatically send out CoA and Organic Docs (if relevant) where a customer has nominated to receive these documents (and optionally supply additional contact) in that case. This also allows us to automate incoming container advice to warehouse where we provide documents as required for quarantine. Feel free to drop us a line. Only constraint of our approach is need is it only works with lot tracked items (not serial) and yes involves extension.

Category: Inventory