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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SQL Query To Determine Quantity To Order

Microsoft Dynamics GPI recently had cause to knock together a fairly simple SQL script to determine the quantity to order based on Sales transactions in the system taking into account the Order Point Quantity and Quantity To Order for the Item/Site combination in the Inventory module:

SELECT
   SOP10200.LOCNCODE AS 'Site'
   ,SOP10200.ITEMNMBR AS 'Item Number'
   ,SUM(SOP10200.QUANTITY) AS 'Quantity Required'
   ,IV00102.ORDRUPTOLVL - SUM(SOP10200.QTYTORDR) AS 'Quantity To Order'
FROM
   SOP10200 (NOLOCK)
LEFT OUTER JOIN
   IV00102 (NOLOCK)
      ON IV00102.ITEMNMBR = SOP10200.ITEMNMBR AND IV00102.LOCNCODE = SOP10200.LOCNCODE
WHERE
   SOP10200.QTYTORDR <= ORDRPNTQTY AND SOP10200.QTYTORDR <> 0
GROUP BY
   SOP10200.ITEMNMBR, SOP10200.LOCNCODE, IV00102.ORDRUPTOLVL