We're in the Cloud and we have a situation where we would like to attach a document to a specific Journal Entry. The document would be stored in IDM. Looking for any suggestions on this. Thanks
Hi Richard,
In my opinion, this isn’t possible because the journal entry process acts as a temporary repository, handling one or multiple records to create, update, and review transactions before they are finalized in the general ledger.
I’d recommend creating a document type tailored to your needs for use in the "G/L Posted Transactions" form. This would allow the accounting group to upload documents directly at the finalized stage. From there, you can leverage IDM attributes to link each document to a specific record for better organization and tracking.
…just my two cents
Hi famya,
I was thinking the same thing myself and probably needed validation.
Thanks for the recommendation, makes sense.
Thanks!
