How to attach documents in Microsoft Dynamics GP by OAG Dynamics GP Consulting

1. How to attach documents in Microsoft Dynamics GP
by OAG Dynamics GP Consulting
During our Dynamics GP consulting engagements, it is often beneficial for our clients to attach relevant
documents such as requisitions, credit reports and images to item, vendor and customer master
records, sales order processing transactions and purchase order processing transactions. You can also
attach documents to individual line items on a transaction.Please note that this feature is not yet
available for all the windows in GP (e.g. payable and receivable transactions) as 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

2. 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

3. • 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

4. About the author: Edmund Kwan is the Managing Partner of OAG International and has over 30 years of
IT experience in the ERP space. During the past 10 years, Ed has managed many successful projects in
both Microsoft Dynamics GP and CRM. Before co-founding OAG, Ed was the President of Infogenics, a
25-person ERP consulting firm located in the San Francisco Bay Area. Ed holds a Bachelor’s degree in
Industrial Engineering from U.C. Berkeley and a Master’s degree in Management Science & Engineering
from Stanford University.
Tags: Microsoft Dynamics GP, Dynamics GP consulting, Dynamics GP customization, Dynamics GP cloud,
Dynamics GP San Francisco, Dynamics GP Alberta, OAG International, OAG, Microsoft Dynamics,
Microsoft Azure, Microsoft Dynamics ERP, customized Microsoft solutions