Howdy, Stranger!
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 115 Navision DOS
- 854 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 615 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 300 Dynamics CRM
- 109 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 993 SQL General
- 384 SQL Performance
- 34 SQL Tips & Tricks
- 34 Design Patterns (General & Best Practices)
- Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.7K General
- 1.1K General Chat
- 1.6K Website
- 79 Testing
- 1.2K Download section
- 23 How Tos section
- 259 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions
Document handling - auto-attach note for certain action
drmm
Member Posts: 2
Hi Mibuso,
I'm quite new to Dynamics, have worked as order-admin for 6 months, constantly trying to improve the system and usability at the company I work for. Since I also work in a swedish version, bear with me in trying to explain all the functions, since I do not know the correct names for the functions.
My question:
Is it possible to auto-attach a note when performing a certain action?
Example:
With every new purchaseorder (and/or every packing-slip) created I would like a specifik note (or document) to attach, instead of having to attach it myself when creating the purchase-order (and/or packing-slip).
Tried searching, but didn't find anything resembling my problem. Maybe it's too basic?
I'm quite new to Dynamics, have worked as order-admin for 6 months, constantly trying to improve the system and usability at the company I work for. Since I also work in a swedish version, bear with me in trying to explain all the functions, since I do not know the correct names for the functions.
My question:
Is it possible to auto-attach a note when performing a certain action?
Example:
With every new purchaseorder (and/or every packing-slip) created I would like a specifik note (or document) to attach, instead of having to attach it myself when creating the purchase-order (and/or packing-slip).
Tried searching, but didn't find anything resembling my problem. Maybe it's too basic?
--
Daniel
Daniel
0