Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows

February 5th, 2018 by

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The third feature I’m going to take a look at is the enhanced DocAttach feature in the Inquiry windows. This feature ties in with the new security options introduced for DocAttach on Inquiry windows.

The enhancement made to the inquiry windows, is the ability to add new attachments to a posted document. This is a most welcome addition, but one which always surprised my by its omission.

I am using a purchase order invoice as the example. Before you can add new attachments, you need to enable the security. If you don’t enable security, you’ll see the Document Attachment Inquiry window when clicking the Attach button:

Document Attachment Inquiry

Once Allow attachments to be added in inquiry windows option is enabled and a password set, when clicking the Attach button, a enter password will be presented:

Enter the password to attach the documents

Clicking Cancel will display the Document Attachment Inquiry, but entering the correct password and clicking OK button will open the Document Attachment Inquiry (yes, the same one), but the window will have Scan and Attach buttons at the bottom which allow new attachments to be added:

Document Attachment Inquiry

I do like the ability to add attachments to posted transactions and believe my clients will too; for example, if there is a dispute about an invoice, details or communications with the vendor can be added as attachments at any point.

Based on conversations I’ve had with clients, I think they will all want the ability to add attachments via the inquiry windows, but none of them will want a password defined.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

Read original post Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows at azurecurve|Ramblings of a Dynamics GP Consultant

Source: azurecurve

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