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Dynamics SL - SharePoint Integration

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Posted on by Chris Roswold

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My question has two parts:

When you enable the Flexible Billing Invoice to be used with the SharePoint Integration, where do you tell the invoices to be sent to SharePoint? With Purchase Orders, there is a button added to the Purchase Order Maintenance screen captioned "Send to SharePoint". I don't see anything like that on either the Invoice & Adjustment Maintenance or Invoice Print screens.
Depeding on the answer to question 1, can you send documents to SharePoint in "batch" or do you have to do it one by one.

Thanks in advance,
Chris

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Barbara Archer 235 on at

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Re: Dynamics SL - SharePoint Integration

Chris, you need to enable the customer SharePoint site. Once you have done that, any time you print invoices from OM, AR or Flex Billings, the invoices will publish. Yes, you can publish by batch. One thing to keep in mind is that each time you print or preview an invoice, it will publish. They are working to correct that.

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