Attach Memo to Journal Entry

We noticed the ability to attach a memo to a Journal Entry (GL>Process Journal Transaction) but once you post the JE, there is no way to view the file attached to the memo.  

I noticed there is a report under Common Information > Memo List but it doesn't allow you to click on the attachment (Excel, PDF, etc) that was included in the memo.

Is there any way to retrieve the file attached to the memo on a Journal entry? 

  • 0

    Is the view attachment button enabled?

  • 0 in reply to Ramon M.

    It appears the memo button is only enabled when you enter a comment, but only after a save or edit, and the memo is specific to the journal entry. The tciMemo table is populated with Entity 315, and the MemoOwnerKey matches tglJournalHdr.JrnlHdrKey, which I believe survives only until the journal entry is posted. Since there is no other supporting UI, report or BIE view specific to GL that let's you view the memo, it might just be one of those annoying undocumented features.

  • 0 in reply to Contefication

    I suppose the next question is what would it take to create such a BIE view,etc. to see this information after posting the journal entry - if that's something you need to do often in your business.

    D

  • 0 in reply to Darrick

    A BIE view isn't difficult to build, but you would need a separate user interface to view the attachment. Not really a big deal to throw a button on a toolbar or form and shell out using CZ, but that key is a potential problem since it appears to be burned in the posting. The only other place to display this after the fact might be to update the entity and owner key with the glTranKey and add memo handling to the View Journal Transactions (think that's what it is) UI. I think a document management solution would be better.

  • 0 in reply to Contefication

    Thanks everyone, this is ALOT of good information.  I didn't have bandwidth to dig into the coding of it all so you saved me a lot of time.  I agree, a document management system would be a lot better.  I just had a member of our Gen Acctg team poking around, asking questions.   

    I think with a little bit of custom scripting we could get this working but I just don't see the benefit, we've survived this long without attaching backup to journal entries.