Dynamics GP 2018 System Wide Enhancements Comprehensive Document Attachment

By Tracey BrinkmanAccounts Payable, GP 2018, Receivables Management, Sales, SystemWith 0 comments

Dynamics GP 2018 System Wide Enhancements Comprehensive Document Attachment

Microsoft Dynamics GP released GP 2018 at the beginning of December.

With this release they have increased the availability of the document attachment capability to additional master record windows, inquiries and transaction entry windows. The option to attach new documents in Inquiry windows is also included.

Dynamics GP 2018 System Wide Enhancements Comprehensive Document Attachment is now available on most master record windows, inquiry windows and transaction entry windows.

Document Attachment is available in the most common entry windows and their corresponding inquiry windows. Document Attachment is available on the HR I-9 Form window so important forms are readily available for auditing.

Here is an example of the Customer Sales Transaction Inquiry with the Paperclip Attach icon.

The Vendor, Customer and Project Inquiry windows will display notes if they have been added. The Edit Transaction Information window in Payables will allow Document Attachments to be viewed and edited.

Document Attach tables include:

CO40100   Doc Attach Setup

CO00101   Doc Attach Master

CO00102   Doc Attach Reference

Document Attach functionality is now available in the following windows:

Receivables Transaction Entry

General Ledger Transaction Entry

Employee Inquiry

I-9 Form

(Fixed Assets) Asset General Information

Note: In order for the various Document Attach icons to become visible/active, Document Attachment Setup must be marked to ‘Allow Document Attachments’.

To allow users to add attachments to typical inquiry windows, the ‘Allow attachments to be added in inquiry windows’ option must be marked.

By default, the install will have this unmarked.

For attachments to flow from master records to transactions, the various ‘flow’ options must be marked as needed.

You can find these setup options by choosing Microsoft Dynamics GP, click Tools, click Setup, click Company and then choose Document Attachment.

There are 3 Blogs specifically related Dynamics GP 2018 System Wide Enhancements Comprehensive Document Attachment in the New Feature Blog Series:

Microsoft Dynamics GP 2018 Document Attachment Transaction Entry

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/12/01/microsoft-dynamics-gp-2018-document-attachment-transaction-entry

Microsoft Dynamics GP 2018 Document Attachment Inquiry

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/12/06/microsoft-dynamics-gp-2018-document-attachment-inquiry

Microsoft Dynamics GP 2018 Document Attachment PM Drill back

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/12/07/microsoft-dynamics-gp-2018-document-attachment-pm-drillback

Here is a link to the full list of Microsoft Dynamics GP 2018 New Feature Blog Series:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

If you are an iSolutions client and have questions regarding any of the Microsoft Dynamics GP 2018 New Features, or would like to schedule an upgrade; please contact us at: support@isolutionspartners.com

If you are still on Microsoft Dynamics GP 2013 or earlier, please contact us to discuss upgrading before mainstream support for your version expires on 4/10/2018.