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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Attaching Vendor Invoi...
Microsoft Dynamics SL (Archived)

Attaching Vendor Invoices To AP Module

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Posted on by Josh Baer 110

Hi.  We are using Microsoft Dynamics SL 7.0.  Does anyone know if there is a place in which we can attach scanned copies of the invoices we receive from the vendors?  I'm thinking they would need to go in the vendor maintenance section but am open to any other suggestions.  Thanks.

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  • RedStorm Profile Picture
    RedStorm 1,366 on at

    We'd like to do the same thing.  I know there is a popular add-in that is called "Image Link".  We are looking into other document management solutions.  I know of no way to do what you are looking for...out of the box (at this time).  I'd be interested if you come up with something.

  • al561914 Profile Picture
    al561914 110 on at

    Hi! We have a customization that integrates a third party online digital document management service. The process is straightforward:

    1. Create your AP Voucher batch with all the documents.
    2. Click on a button that prints the bar codes that have the metadata to be used to classify the documents (date, vendor, batch and reference number, etc.)
    3. Intercalate the printed bar codes separators between the documents.
    4. Load the stack of documents/barcodes into the scanner and run the process that automatically uploads and classifies the documents based on the bar codes metadata.
    5. When you want to retrieve a document from the AP Voucher and Adjustment or Document Maintenance screens, all you need to do is click a button and the customization will look for it and display the corresponding PDF file.

    Once the documents are digitalized we can retrieve them from any other screen that displays AP document data. Please let me know if you'd like to learn more about this solution.

    Best Regards!

    Miguel Otero


  • Toni Savage Profile Picture
    Toni Savage 260 on at

     

     There is a product called "quick attach" which is very versatile.. you can contact:

    Warren Jahn
    Silver Brook Systems
    wjahn@silverbrook.com

     We have a couple of clients using it who are very happy.

  • Laura Barber Profile Picture
    Laura Barber on at

    Progressive System Solutions, Inc. in Orlando has a product called "File Attach" that they sell for $495.  It can attach graphics files, or other documents in URL, Excel, Word, PDF, and other formats.  407-523-7676 or sales@progsys.net.  Please tell them I referred you!  (I am not affiliated with their firm.)

  • Community Member Profile Picture
    Community Member on at

    We use the ImageLink product.  Does an amazing job.  Allows you to attach images adn files to transactions, masterfiles etc.  Does a great job of cross referencing.  Attach a file to a voucher adn see it in the voucher, the vendor and the related project etc...

    Fell free to contact me or the vendor directly.  If you go direct. please tell them I sent you.

     http://www.compinfo.com/

    Eric

     

     

  • Kyle Hartung Profile Picture
    Kyle Hartung 70 on at

    Hi Josh,

    MHC Software offers an affordable document imaging solution which can be integrated with Dynamics SL, called Image Express.  When viewing a transaction in Dynamics SL a copy of the invoice is available in one click.  When viewing the invoice you will also be able to see any related documents (i.e. the check, purchase order, packing list, etc...) in one click.  If you would like to take a closer look at Image Express please contact me via email.  I look forward to hearing from you.

    Thank You,

    Kyle Hartung

    MHC Software, Inc.

    kyleh@mhccom.com

    http://www.mhcdocumentexpress.com/ops_imgexpress.html

  • Doug Elkins Profile Picture
    Doug Elkins 65 on at

    We have the same need. You would think the Dynamics GP team would go across the hall and talk to the SharePoint team and get this knocked out in a few hours.

  • Kyle Hartung Profile Picture
    Kyle Hartung 70 on at

    Hi Doug,

    If you would be interested in learning more about Image Express, please feel free to give me a call (800.588.3676 ext 297) or send me an email (kyleh@mhccom.com).  I would be happy to speak with you about your document imaging needs.

    Thank You,

    Kyle Hartung

    MHC Software, Inc.

  • pbrattin Profile Picture
    pbrattin 1,850 on at

    ImageLink is the most often used solution for linking scanned documents to SL.

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