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Sunday, December 10, 2017

Dynamics GP 2018 - Document Attachment Enhancements


One of the most essentials features in Dynamics GP 2018 is the enhancement presented in the document attachment module which includes extending this capability to new windows. In GP 2018, you can now attached documents to general ledger transaction entry and receivable transaction entry window. 

On the setup level, check "Allow Document Attachments" in order to enable the attachment functionality on the system level

Document Attachment Setup - GP 2018


Now, you can attach documents to general ledger transaction entry, and receivable transaction entry window as illustrated below:

 




When posting the general ledger transaction, attachments can still be checked from the general ledger journal inquiry window (Inquiry > Financials > Journal Entry Inquiry) as illustrated below:

Journal Entry Inquiry

 
Furthermore, the receivable transaction entry window provides the ability to attache new documents as well as illustrated below:



Receivable Transaction Entry Window




Best Regards,
Mahmoud M. AlSaadi


2 comments:

  1. Hello Mahmoud. I would like to know if you have any advice on this situation: when we are using dyninamics gp's webclient and try to upload a file, it takes too long to upload and sometimes it doesn't upload and shows an error, do you know how to increase the uploading speed in the webclient? In advance, thank you and I hope to hear from you soon.
    Mauricio

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