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.

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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.

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MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows

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.

The series index for this series of posts is here.

The first Feature of the Day is Document Attachment available on more windows.

Five additional windows now have Doc Attach available via a button on the action pane:

It is nice to see Fixed Assets getting some Doc Attach functionality; quite a few clients have documentation or images relating to their assets, so this offers a good way to keep these with the asset.
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Dynamics GP Tech Conference 2017: Comprehensive Doc Attach

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

The Document Attachment module has been extended into the action pane in quite a few new windows:

  • Document Attachment on Receivables Transaction Entry
  • Document Attachment on General Ledger Entry
  • Document Attachment on Employee Inquiry
  • Document Attachment in I-9 Form
  • Display Vendor notes on Vendor Inquiry
  • Display Customer notes on Customer Inquiry
  • Display Project Notes in Project Inquiry and PA Project Inquiry
  • Document Attachment in Asset General Information
  • Option to attach new documents in Inquiry windows – there is a setting in the Document Attachment Setup winodw to enable this (and to require a password to be entered).

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.

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MDGP 2015 R2 Feature of the Day: Document Attachment Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The tenth Feature of the Day is Workflow – Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Maintenance

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

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MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-first Feature of the Day covered is Replace OLE Notes‏ With Document Attachment‏. Dynamics GP has long supported the ability to record notes against records and also to attach OLE objects to the notes. However, the OLE notes were stored on a network share with only the link being stored in Dynamics GP.

This feature adds the ability to attach documents to the record level notes in Microsoft Dynamics GP 2013 R2 using the Document Attachment functionality which means the notes are stored directly in the Microsoft SQL Server database.

As Document Attachments are stored in the SQL Server database the data is backed up along with the rest of the Microsoft Dynamics GP data which reduces backup issues and will also simplify client installs as the OLE Path in the Dex.ini file no longer needs to be changed. Files that are attached to the notes using Document Attach will also be accessible from the Web Client.

As an example, notes can be added to the Creditor Maintenance window (Purchasing ¯ Cards ¯ Creditor) by clicking the Notes icon (blank white page) next to the Creditor ID field:

Creditor Maintenance

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MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-eighth Feature of the Day covered is Document Attachment On Payables Transactions. The same Document Attachment functionality that was added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions.

Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor; these documents can be viewed from the entry window or inquiry window.

To add a document attachment open the Payables Transaction Entry window (Purchasing ¯ Transactions ¯ Transaction Entry ) and click the Attach button on the ribbon:

Payables Transaction Entry

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