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Brooklyn Boeykens Technical Consultant

Brooklyn Boeykens

Joined: 6/19/2024

  • Use Docu Framework when posting journals

    Wed, 14 May 2025 06:50:05 GMT – Dynamics 365 Finance – New 

    Issue:

    • In flows like PR > PO and RFQCase > RFQ, attachments are copied using the standard Docu framework (Docu::copyDocumentAttachments), which includes an extensibility point via the OnCopy delegate.
    • However, during the Journal creation flow (FormLetterJournalPost.Post()), the attachment copy process follows a different path (copyDocuRefTable() → docuRefCopy() → docuRefCopyByRecId()), which does not leverage the Docu framework and lacks extensibility.

    Proposals:

    • Rework the Journal posting code to use the Docu framework.
    • Or introduce a delegate to the current Journal posting attachment copy flow to allow for customization.