Document Attachment in Microsoft GP

Document Attachment Feature in Microsoft GP helps to attach documents such as requisitions, credit reports and images to master records, Sales Order Processing transactions and Purchase Order Processing transactions. You can attach documents to individual line items on transactions. But note that this feature is not available for all the windows in GP, availability of this feature is listed below

Type	Window
Cards	Item Maintenance
Cards	Vendor Maintenance
Cards	Customer Maintenance
Transaction	Sales Transaction Entry (SOP)
Transaction	Purchase Order Entry (POP)
Transaction	In-Transit Transfer Receipt
Transaction	Receiving’s Transaction Entry

Setting up Document Attachment

1)      Navigate to

Microsoft Dynamics GP >> Tools >> Setup >> Company >> Document Attachment Setup

Working with Document Attachment

 Open the cards/transaction window which are listed above, let say I want to attach a document for Customer

·         Open the Customer Maintenance window and select the customer for which you want to attach the document.

·         Click on the attachment (Paper Clip) icon on the windows to open Document Attachment Management Windows as shown below

·         Click on the Attach button to select a file to attach.

·         After selecting the file you can see in the grid as shown below

·         Further You can set the attachment property by click on the Expansion button on the attached file line to open Attachment Property windows