Author: Ian Grieve

Microsoft 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:

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

Microsoft 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):

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.

Microsoft 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 first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

• General Ledger Transaction Entry
• Receivables Transaction Entry
• Asset General Information
• Employee Entry
• I-9 Form (Payroll)
• Journal Entry Enquiry
• Payables Transaction Entry Zoom
• Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Microsoft 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 have been working on, as originally intended, I am going to split it out into this separate Hands On With the new features series.

The series index is below, and will automatically update as each post goes live.