Attach a document in Navision Purchase Request

In Navision, you can add a link that point to the file/document that you want to attached for the PR.  

The link must be a shared folder in the server or cloud storage that user has permission to access. Please note that the document/file is NOT stored in NAV. NAV is only saving the link (address) that stored the file.

Below is the guide:  

    1.  Open the PR that want to attached the document

    2.  Click on the “Links” button at the top of the PR document.

 

     3  On the link screen, click on the setting button at the corner right and select “NEW”

      4  It will then open another screen that allow user to select the location of the file and enter the description for the file. Then click on SAVE to save the link.

  5 Once save, the approver or other user when open this PR can click on the Links and open the document. Please note that the user must have access to the link that store the file. 

   6. Finish.

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