Activate Document handling function for posted journals

This article describes how to active the document handling function for posted journal in Dynamics AX 2012.

By default, the document handling function is not available once a journal has been posted. But you can activate this function per table.

Navigation: Organisation administration > Setup > Document management > Active document table

Attachment2.1

  • Click Update to create the table id.

Attachment2.2

  • Select the table where you want to activate the document handling.
  • Example – GL journals: Ledger journal table & Journal lines.

Attachment2.3

  • Close the form.
  • You can now attach a document to a posted journal.

Note: this setup is allowing adding/edit/delete notes for all journals. You will need to secure the Edit/Delete actions by updating the security role of the users.

 

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