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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 Nov 13, 2019 11:33 AM
    Edited by Angela Morehouse Nov 13, 2019 12:20 PM
    (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?

    TOP CONTRIBUTOR
    Posted Nov 13, 2019 12:01 PM
    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 Nov 13, 2019 12:12 PM
    Edited by Matthew Arp Nov 13, 2019 12:12 PM
    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 Nov 13, 2019 12:14 PM
    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 Nov 13, 2019 03:37 PM
    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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  • 6.  RE: Is the ability to attach a document in GP from an outside system an option in GP 15?

    GPUG ALL STAR
    Posted Nov 14, 2019 04:56 AM
    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 Nov 14, 2019 08:00 AM
    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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