Unattached documents (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

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Use this form to reference document files, such as invoices, expense reports, and bank statements, that are stored in an external location, such as a document management system. These files can then be submitted to workflow for processing by the appropriate Microsoft Dynamics AX users.

Example

Your company has a large number of invoices that are scanned and then stored in a document management system. These invoices are imported into Microsoft Dynamics AX through a web service and are then submitted to workflow. Workflow routes the invoices to the appropriate user or work item queue to be processed. The user opens the document file, verifies the document, and creates the corresponding transaction in Microsoft Dynamics AX.

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Content type

The type of document that you are referencing. The options are as follows:

  • Invoice

  • Expense report

  • Resume

  • Purchase order

  • Vendor add

  • Sales order

  • Bank statement

  • Other

You define the content types for the document files in the Document content types form.

Received date

The date that the physical document was received.

Status

The workflow status of the selected document. The options are as follows:

  • Draft – The document is newly created and has not been submitted to workflow.

  • In progress – The document has been submitted to workflow.

  • Completed – All steps in the workflow process are complete.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).