How set up Document Attachment functionality in Microsoft Dynamics GP

Document Attachment in Microsoft Dynamics GP Great Plains by SMB Suite

How set up Document Attachment functionality in Microsoft Dynamics GP

The document attachment functionality in Microsoft Dynamics GP (formerly known as Great Plains) allows you to attach documents and images to master records (e.g. Vendors, Customers and Items), transactions, and the individual line items assigned to the transactions. This is an especially useful feature if your organization is making a shift towards going paperless as well.

 

Later the documents can be viewed or removed. Document attachment allows easy reference to supporting documents like:

  • Contracts
  • 1099 Forms
  • Payables Invoices
  • Customer Purchase Orders, just to name a few.

 

The documents are stored in the database, so are not dependent on access to a shared folder location, but are secure, and available to your Dynamics GP users. And, as a bonus, the associated database storage used is a fraction of the actual file size.

 

Document Attachment Setup at the Company Level

  1. In Dynamics GP, go to Administration | Setup | Company | Document Attachment Setup

 

 

  1. User Defined Attribute fields to add additional information to the documents

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

  1. Set the Default Location that GP should look for documents, and choose if the document should be deleted after attaching the document in GP. The file location can be changed when the file is being selected as an attachment.

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

Document Attachment Example

 

For Instance on a vendor

  1. Click the Paperclip

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

 

  1. Click Attach (default location was set)

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

  1. Select the document to attach

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

  1. Expand the lines to add a Description (optional)

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

  1. Select a document and click preview to see the information

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

 

 

  1. Paperclip indicates a record does not have an Attachment

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

  1. Paper indicates a record does have an Attachment

How set up Document Attachment functionality in Microsoft Dynamics GP Great Plains

 

 

 

Your Dynamics GP should now be set up to easily attach documents. If you need additional assistance, then get in touch with our support team!

 

No Comments

Post a Comment

Comment
Name
Email
Website

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.