Document Attach in Microsoft Dynamics® GP 2013

June 07, 2013

Information Technology (IT) Consulting
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Authored by Donny Kensmoe - Consultant - Wipfli's Microsoft Dynamics GP Team
 
With Microsoft Dynamics® GP (“Dynamics GP”) 2013, you can now easily and efficiently attach documents to a Purchasing or Sales transaction or Purchasing, Sales, or Inventory master record.
 
This is similar functionality to the OLE Note attachments in earlier Dynamics GP versions, but with Dynamics GP 2013 there is additional functionality. such as:
  • It supports both 32 bit and 64 bit architecture.
  • This functionality works with the Dynamics GP 2013 Web Client.
  • It stores the attachments in the SQL tables of the company database instead of in a shared location.
  • Access to the attachments thru the Dynamics GP transaction or master record is really easy.
This feature can be enabled from the Document Attachment setup window shown below.
 
Document Attach Setup
 
Attaching a document
After setup is complete, a paper clip icon (see below) will be visible on certain Dynamics GP windows in Sales, Purchasing, and Inventory for adding documents to the transaction or master record.
 
 
Selecting the attachment icon opens the Document Attachment Management window where you can attach or manage your documents for that specific record.
 

To summarize:  Document Attachment allows the user to easily add electronic files to purchasing and sales transactions and customer, vendor, and inventory cards so the attachment is available when you need it. Hopefully this will be expanded to other modules in future versions such as Payroll and HR.


 

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