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Comprehensive Document Attach in Microsoft Dynamics GP 2018

When Microsoft built Document Attachment in Dynamics GP, they relied on user input to identify the top scenarios you wanted solved. 

The Dynamics GP 2018 release broadens 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.  Document attachment is available from the ribbon in additional transaction entry windows. 

Allow Doc Attachment in Inquiry Windows

  • A new option is added to the Document Attachment setup window to allow users to add documents (attach them) in the inquiry windows
  • Password protected

 

Doc Attach in GP 2018

 

Display Vendor Notes on Vendor Inquiry Window

  • New button added next to Vendor ID
  • Notes entered in Vendor Maintenance can be accessed from the Vendor Inquiry window

 

Vendor Maintenance Doc Attach GP2018

 

Display Customer Notes on Customer Inquiry Window

  • New button added next to Customer ID
  • Notes entered in Customer Maintenance can be accessed from the inquiry window

 

Doc Attach Dyn GP 2018

 

Display Project Notes in Project Inquiry & PA Project Inquiry

  • New button added next to Project No.
  • Notes entered in Project Maintenance can be accessed from the Project Inquiry window and PA Project Inquiry window

 

Doc Attach in MS Dyn GP 2018

 

Document Attachment in Receivables Transaction Entry

  • Document Attachment in ribbon
  • Available in the Receivables Transaction Inquiry Zoom window too

 

Doc Attach MS Dyn GP

 

Document Attachment in General Ledger Entry

  • Document Attachment in ribbon
  • Available in these inquiry windows 

Journal Entry Inquiry

Transaction Entry zoom

 

Doc Attachment GP

 

Document Attachment on Employee Inquiry

  • New button added next to Employee ID
  • Document Attachments entered in Employee Maintenance can be accessed from the inquiry window

 

Doc Attach GP2018

 

Document Attachment on I-9 Form

  • Added in ribbon
  • No corresponding inquiry window

 

Doc Attach I-9 GP2018

 

Add Document Attachment to Asset General Information Window

  • Added Document attachment to Fixed Assets in General Information window
  • Added to Asset Inquiry window too

 

Document Attach Asset General GP 2018

 

To schedule your upgrade to Dynamics GP 2018, contact Tara at tcox@trinsoft.com today!

 

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