Manage document attachments in manufacturing

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically - Apr 2025

Business value

Digitalize document management of manufacturing-related documents, such as drawings or inspection reports, by attaching them directly to production bill of materials, routings, and orders. Access important documentation on the go, ensuring an efficient production flow.

Feature details

Document attachments are available on pages related to manufacturing. The Document Attachment FactBox is available in multiple places, such as:

Attached documents page

  • Production BOM (page 99000786)
  • Production BOMs (page 99000787)
  • Routing (page 99000766)
  • Routing List (page 99000764)
  • Simulated Production Order (page 99000912)
  • Simulated Production Orders (page 9323)
  • Planned Production Order (page 99000813)
  • Planned Production Orders (page 9324)
  • Firm Planned Prod. Order (page 99000829)
  • Firm Planned Prod. Orders (page 9325)
  • Released Production Order (page 99000831)
  • Released Production Orders (page 9326)
  • Finished Production Order (page 99000867)
  • Finished Production Orders (page 9327)
  • Production Order List (page 99000815)

You can also choose the Attachment action to go to document attachments from lines on the following pages:

  • Simulated Prod. Order Lines (page 99000913)
  • Planned Prod. Order Lines (page 99000814)
  • Firm Planned Prod. Order Lines (page 99000830)
  • Released Prod. Order Lines (page 99000832)
  • Finished Prod. Order Lines (page 99000868)

The Attachment action

Use the new Flow to Production Trx toggle in the Attached Documents page to control how documents attached to items, production BOMs, or routings flow to production order lines.

Note

We don't support attachments on the component level. We also don't support attachments on production BOM versions or routing versions.

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