Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP forum
Suggested answer

GP2018 JE Workflow Email Include Document Attachment

Posted on by 25

We would like to include the attached documents with the Journal Entry email notifications for workflow approvals.  Is there a way to configure this action in GP2018?

Thank you in advance for all responses. 

Donnette

  • DonnetteSpencer Profile Picture
    DonnetteSpencer 25 on at
    RE: GP2018 JE Workflow Email Include Document Attachment

    Thank you all for the answers!

  • Suggested answer
    RE: GP2018 JE Workflow Email Include Document Attachment

    Hello Donnette,

    I do not see the 'Include Document Attachment documents' checkbox/functionality added to the Financial workflows for 'GL account approval' or 'GL batch approval', as you do on some of the sales and purchasing workflows.  I assume you meant the 'GL Batch' approval as there is not any named with "Journal entry' specifically.  In the new feature blog below for GP 2015 R2, there is not Financial workflows listed so it does not appear to be available to include attachments on the emails for either Financial workflows:  

    community.dynamics.com/.../microsoft-dynamics-gp-2015-r2-new-features-workflow-document-attachment

    I tested adding a document both to a GL batch and a transaction in the batch and submitted it for approval.  The email did not contain any attachment, but the attachments is still in-tact on the batch/transaction if the approver wishes to open the batch in GL and view it.

    Hope that helps,

    Cheryl W

    Microsoft Support

  • DonnetteSpencer Profile Picture
    DonnetteSpencer 25 on at
    RE: GP2018 JE Workflow Email Include Document Attachment

    Our GP version is 18.00.0704 (R2)

  • agaber Profile Picture
    agaber on at
    RE: GP2018 JE Workflow Email Include Document Attachment

    Hi Donnette-

    Thank you for submitting your question on the Forums.  Yes, this should be possible in GP18.  First thing to check is that you have Allow Document Attachments marked in the setup window and Send Attachments in email.  Under: Administration >> Setup >> Company >> Document Attachment Setup  

    However, I do see there was a quality issue around this functionality.  Can you confirm the exact version of GP you are currently on?  (Under: Help>>About Microsoft Dynamics GP)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Product updates

Dynamics 365 release plans