Open Forum

(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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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
------------------------------

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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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Original Message:
Sent: Nov 13, 2019 12:01 PM
From: Gerald Buenafe
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

Hi Angela,

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

------------------------------
Gerald Buenafe
Owner/Consultant
BTP Technologies LLC
CHANTILLY VA

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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.

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

Original Message:
Sent: Nov 13, 2019 12:01 PM
From: Gerald Buenafe
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

Hi Angela,

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

------------------------------
Gerald Buenafe
Owner/Consultant
BTP Technologies LLC
CHANTILLY VA

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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.

------------------------------
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)

------------------------------

Original Message:
Sent: Nov 13, 2019 12:13 PM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

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.

------------------------------
Angela Morehouse
CC Industries
Chicago IL

Original Message:
Sent: Nov 13, 2019 12:01 PM
From: Gerald Buenafe
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

Hi Angela,

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

------------------------------
Gerald Buenafe
Owner/Consultant
BTP Technologies LLC
CHANTILLY VA

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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


------------------------------
David Musgrave MVP, GPUG All-Star

Managing Director
Winthrop Development Consultants

Perth, Western Australia

http://www.winthropdc.com
------------------------------

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

(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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------

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

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

Original Message:
Sent: Nov 13, 2019 11:32 AM
From: Angela Morehouse
Subject: Is the ability to attach a document in GP from an outside system an option in GP 15?

(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,

------------------------------
Angela Morehouse
CC Industries
Chicago IL
------------------------------