Comments
Not having all attachments flow to the posted invoice is non-intuitive to the user and not only leads to more time tracking down where the attachment is located, but can also result in a loss of documents if a partially invoiced PO/SO is deleted.
I believe this is a major flaw within BC since it creates scenarios where many documents can be unintentionally deleted without an organization even aware of this 'hole' within the BC attachment process.
Category: Sales
I did not realize attachments ONLY flow to the posted document if the posting results in a completed order (aka deleted).
- This is a big problem during audits. I have a client going through an audit right now and they are scrambling to "find" all their supporting documentation because the attachments on the Purchase Order did not flow to the invoice.
- This is also a problem when the order is never fully posted. I can partially ship a sales order with an attachment. The attachment doesn't flow to the posted sales order. If the customer cancels the rest of the order, I delete the sales order, but since the posting routine didn't do that (because I am not posting the balance of the order), the attachment is no where in BC anymore.
In so many organizations, this methodology means they cannot use attachments and must purchase an add-on such as Continia or Zetadocs to do this instead. Please re-consider putting this on the roadmap.
Category: Sales
From a process point of view, this should be standard otherwise the attachment functionality of a PO is not really needed. Most clients using PO's receipt and invoice match later, not posting receipt and invoice at the same time. If the attachment doesn't flow from PO to PI, and the client archives and deletes old completed PO's, then the attachment is lost.
A purchase ledger clerk will add attachments to the PO, for approval etc. They wouldn't wait for the invoice.
I don't see why this isn't a roadmap item for a product which is trying to push paper-free working practices.
Category: Sales
Business Central Team (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