edoc D365 FO archivelink User Guide

Inhalte

• Getting started with recording and processing the sales order

  • Create the sales order file
  • Save documents in attachments to a sales order (sales order header)
  • Create and archive the sales order confirmation
  • Deliver and invoice the sales order

• Getting started with recording and processing the purchase order

  • Create the purchase order file
  • Create and archive a purchase order (purchase order confirmation)
  • Save documents for a purchase order as an attachment

• Frequently asked questions (edoc D365 FO archivelink)

  • How do I find the archived document in the ECM system?
  • Things to know about the "Generate" function for processes
  • Can I also archive "old" processes retrospectively?
  • How do I open the attachment of a process?
  • Where can I find the version number and software guides?