Dynamics GP has improved its ability to attach documents to master records and transactions. With GP2013, you could attach documents in certain windows in GP. These attachments would be saved in SQL as an alternative to OLE Notes. (General notes that you enter are stored in SQL, but not the attachments.) Continue on to see the Dynamics GP document attachment enhancements in GP 2013 R2.
With GP2013 R2, they have taken away the ability to attach documents via OLE Notes. When you open up a vendor card, you are presented with a number of options.
1. When you select this attachment (1), you will get the new document attachment window that was part of GP2013. This attachment is applicable to the vendor, not the vendor maintenance window.
From here, you can attach your document.
2. If you select #2, the window you are presented with is a note. Here you can write a note attributable to the vendor maintenance window, not the specific vendor. Notice there is not a paperclip on this box, thus no attachments to the vendor maintenance window.
3. Box 3 references any notes and attachments for the vendor "Costco." You can see the Costco name at the top and the paperclip at the bottom. PLEASE NOTE that this is a different bucket for attachments than the one mentioned in #1.
When you click that paperclip, you get the following window:
In the document attachment setup window, there are a few items to note:
Microsoft Dynamics GP >> Tools >> Setup >>Company >> Document Attachment Setup
Find more Dynamics GP tips and tricks like this