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Is the ability to attach a document in GP from an outside system an option in GP 15?

  • 1.  Is the ability to attach a document in GP from an outside system an option in GP 15?

    Posted 23 days ago
    Edited by Angela Morehouse 23 days ago
    (Edited to add: we are looking for a web service or similar option to handle this) We are on GP 15 (not R2). We are working on a project outside of GP and would like to add a document to the doc attach in GP.  A simple example, we have a vendor workflow outside of GP that has the W-9 uploaded to it. Is there a way to add the W-9 to the vendor card from this outside process? My developer can't find anything so is he missing something or is this only available in a newer version of GP? We've both done some research but could not find a clear answer.

    Thank you in advance,

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    Angela Morehouse
    CC Industries
    Chicago IL
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  • 2.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    GOLD CONTRIBUTOR
    Posted 23 days ago
    Hi Angela,

    Had a look at a GP2015 (RTM) instance... The Document Attach Setup is accessible there...



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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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  • 3.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    TOP CONTRIBUTOR
    Posted 23 days ago
    Edited by Matthew Arp 23 days ago
    Angela, the developer would need to import the data into the CO00101, CO00102, and CO00104 tables. It might be easier if you manually added a document to a vendor and had your developer look at the SQL data to get a better idea on what needs to happen for a document to be attached.

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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
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  • 4.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    Posted 23 days ago
    We have document attach setup and users are using it, but is there a way to add the document from an outside system via web services or similar options? Am I overlooking something in the screenshot? We want to load the W-9 from our document management system's workflow to Great Plains, behind the scenes.

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    Angela Morehouse
    CC Industries
    Chicago IL
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  • 5.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    GPUG ALL STAR
    Posted 23 days ago
    Hi Angela,
    I don't think this is possible outside of GP.. Microsoft added now the Doc Attachment feature to the Web client itself, but this wasn't available I believe in 2015 RTM.
    AS others pointed out, those are the tables involved in the DOC attach feature of GP :
    • CO40100: Document Attach Setup
    • CO00101: Document Attach Master
    • CO00102: Document Attach Reference
    • CO00103: Document Attach Properties
    • CO00104: Document Attach Status
    • CO00105: Document Attach E-Mail

    @Nicole Fiskum from Microsoft has written an extensive ​blog post about doc attachment :
    https://community.dynamics.com/gp/b/dynamicsgp/posts/document-attach-vs-notes-and-how-to-locate-whether-a-master-record-has-a-document-attached

    The problem I can see coming here for your developer is the unique ID that is randomly generated in the tables to link all the various pieces for Attachment_ID.. this might be a challenge.

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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    Conference-GPUG_200x200


  • 6.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    GPUG ALL STAR
    Posted 23 days ago
    Hi @Angela Morehouse

    I am pretty sure this can be achieved using a custom Service Based Architecture (SBA) web service using GP Power Tools.

    I responded on the other thread with more info.

    https://www.gpug.com/communities/community-home/digestviewer/viewthread?MessageKey=d59f819d-3241-42a9-bf2f-b214b6544be7

    Regards

    David


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    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
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  • 7.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    TOP CONTRIBUTOR
    Posted 22 days ago
    Check with GP Elementz - they have a very cool product called Enhanced Notes that could probably help you on this.  They even offer a 28 day free trial to see if it will work for you.
    https://www.gpelementz.com/enhanced-notes.html

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    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
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