Doc Attach Button in Notes Window Missing

Microsoft Dynamics GPAfter a clients system was upgraded a while ago from Microsoft Dynamics GP 2010 SP3 to Microsoft Dynamics GP 2018, we enabled the Document Attachment feature for the client to use. Unfortunately when showing the client how to use the feaute, we found that the Doc Attach button was missing (the red square is where the button should be):

Notes

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The third feature I’m going to take a look at is the enhanced DocAttach feature in the Inquiry windows. This feature ties in with the new security options introduced for DocAttach on Inquiry windows.

The enhancement made to the inquiry windows, is the ability to add new attachments to a posted document. This is a most welcome addition, but one which always surprised my by its omission.

I am using a purchase order invoice as the example. Before you can add new attachments, you need to enable the security. If you don’t enable security, you’ll see the Document Attachment Inquiry window when clicking the Attach button:

Document Attachment Inquiry

Continue reading “Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows”

Hands On With MDGP 2018 RTM New Features: DocAttach Security Setup

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

I am going to do this feature of the day a little out of order. The third Feature of the Day post from Microsoft was Doc Attach Security Setup for Attachments on (In|En)quiry windows.

Two new fields have been added to the Document Attachment Setup window (Administration area page >> Setup >> Company >> Document Attachment Setup):

Document Attachment Setup

I said in the Feature of the Day Post on this feature, that I couldn’t really see a use case for the additional security. In the, almost, three months since, I still haven’t come up with a scenario where I think the security is useful.

For those clients using DocAttach, they want users to be able to attach documents to any record; there is no requirements for security around the enquiry windows, and certainly not to the extent of requiring a password.

For setup purposes, there is another checkbox which will need to be marked when enabling the feature, but little more impact, so it’s not like the security is onerous.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

Microsoft Dynamics GP January 2018 Hotfix Now Available

Microsoft Dynamics GPTerry Heley announced the availability of the January 2018 Hotfix for Microsoft Dynamics GP the other day on the Dynamics GP Support and Services Blog. This hotfix is available for the following version of Microsoft Dynamics GP;

  • 2013 – this will be the last hotfix for GP 2013, so you should really start planning your upgrade to a supported version.
  • 2015
  • 2016
  • 2018

While you don’t need to install every hotfix for Microsoft Dynamics GP, I would always recommend reviewing the fix list to determine if you need to upgrade.

I am not listing all of the fixes here, just the ones which seem important or relevant to my clients:

  • These fixes are for 2018 only:
    • You may experience slow performance when you click Inquiry>>Purchasing>>Transaction By Document.
    • You are unable to make changes to copied workflow stepsĀ when created using the Copy Workflow Step feature.
  • These fixes are for both 2016 and 2018:
    • PM Payables Transaction Workflow A get/change operation on table ‘PM_Transcation_WORK’ failed.
    • UpgradeĀ error CO00104 set BusObjKey = replace(BusObjKey,’0\PM\Payables Transaction History’,’0\PM\Payables Transaction’) where BusObjKey.
    • When two users simultaneously submit a document into a workflow with multiple approvers at the same time, one of the workflows will either go to the workflow manager or only be assigned to a portion of the approvers (this is an issue I logged with Microsoft which was causing issues for a couple of clients, so nice to see the fix available).
    • You may notice duplicate payments with simultaneous use of the payables select checks window, warning was added to the user.
    • You are unable to add new columns to existing Analytical Accounting SmartLists in Dynamics GP 2016 R2 or later & columns with special characters result in “excel found unreadable content” error when list is exported to excel.
    • Posting a GL reversing entry to a historical year with P&L account, where it reverses in the new year has incorrect SEQNUMBR in the GL20000 and incorrect ACTINDX in AAG30001 on reversing ‘GJ’ entry and 0% in AAG3000.

For the full fix list, check Terry’s blog post

MS Connect Suggestion: Allow File and Folder Shortcuts to be Attached in DocAttach

Microsoft Dynamics GPDocAttach was introduced in Microsoft Dynamics GP 2013 and replaced the ole OLE Notes functionality in all areas of Dynamics GP 2013 R2.

You can attach all types of files to DocAttach including web links, except you cannot include shortcuts to files or folders on your network. While the intention of DocAttach is to be able to attach files and have them stored in the database.

However, if you deal with a substantial number of fixed assets and need images of the condition, or deal with technical diagrams, these files are often between quite and very large. As files are stored in the database as BLOBs (Binary Large OBjects) they are the same size in the database as they were originally; this can mean the database size will grow very quickly as files are added.

I have submitted a suggestion on Microsoft Connect asking that file and folder shortcuts be an allowed file type for Doc Attach.

You can vote for this suggestion here.

MDGP 2018 RTM Feature of the Day: Document Attachment Unplugged

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

This Feature of the Day post from Pam is not itself a new feature, but is a round up of all of the functionality offered by DocAttach since its introduction in Microsoft Dynamics GP 2013 and the enhancements in the versions since.

The whole post can be read here.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: DocAttach Security Setup

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The fourth Feature of the Day is the security setup around allowing users to add document attachments via inquiry/enquiry windows.

The third Feature of the Day post, yesterday, covered the enquiry windows which had been updated to allow notes to be added via DocAttach.

The feature today is the security around this new capability; you need to mark the Allow attachments to be added in inquiry windows for users to be able to use the new functionality to add notes.

There is also a password field which can be set to allow users to use the new functionality when enabled; this allows you to retain some control over which users can add an attachment:

Document Attachment Setup

I like the ability to add attachments to enquiry windows, but I’m not sure that it needed separate security in this way; it’s yet one more checkbox to enable when implementing the feature.

The password may be useful, but I think, for most of my clients at least, anyone with access to the enquiry window would be able to add attachments anyway.

That said, each site using Dynamics GP is different and I am sure some users will like the flexibility of both of the security options which have been introduced.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2016 R1 Feature of the Day: Manage or Edit Attachment Flows

Document Attachment was introduced in Microsoft Dynamics GP 2013 R1, was improved in subsequent versions and is being improved again in Dynamics GP 2016 R1 to allow attachments to be managed after they have flowed down to the transaction:

Document Attachment Management

The main features are:

  • Edit attachment information that flowed from master record.
  • Enable Flow and email checkboxes for flow attachment options.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

MDGP 2016 R1 Feature of the Day: Payroll Document Attach

There are quite a few of the new features in Microsoft Dynamics GP 2016 R1 which are building on features introduced since GP 2013.

This feature adds the ability to use the Document Attachment feature, introduced in Dynamics GP 2013 R1 on the PTE Employee Expenses window and Employee Expense Entry windows:

Project Accounting Document Attach

The main features of are:

  • Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry
  • Header and line attachments such as receipts can now be added to an employee expense
  • Attachments will flow from PTE to Project Accounting to Payables

I love the Document Attachment feature as it makes it so easy to store documents in Dynamics GP without having to maintain a network share so it is nice to see it being rolled out to the action pane on more windows.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index