Setup Document management

This article describes how to setup document type in Dynamics AX 2012 and how to transfer data stored in Dynamics AX tables into documents of different types like Word, Excel… You can use document type if you have to export data from an invoice, journal or other form into a document with standard text. To illustrate the setup, I will create a word document, linked to the free text invoice.

1/ Prerequisites

User setup

Access: Files > Tools > Options > General tab

  • Go to the user option to allow the use of document handling: select “Document handling active”
  • Select “Show attachment status”  to highlight the “Attachment button when a document is attached to the record (invoice, journal, …)

DocumentType015

 

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