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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP Business Portal &am...
Microsoft Dynamics GP (Archived)

GP Business Portal & Requisition Management Attachment

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Posted on by IceMan 1,115

Looking to deploy GP 2010 Business Portal and Workflow to support PO Requisition Management processing by employees.  Not sure if we will use the Purchase Requisition within Business Portal Employee section or the Purchase Requisition functionality within Workflow.  Both have very similar features and functionality but one originates the Requisition through BP and the other through GP.

The sticking point is the ability to attach supporting documentation.  Is anyone aware of a method to attach documents to the requisition through simple customization or 3rd party product.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    Re: GP Business Portal & Requisition Management Attachment

    For attachement section, take a look into the below article:

    mohdaoud.blogspot.com/.../how-to-add-attachments-to-purchase.html

  • Rob Bernhardt Profile Picture
    Rob Bernhardt on at
    Re: GP Business Portal & Requisition Management Attachment

    TTech and Vilma,

    Here are a few differences.

    Dynamics GP Workflow requires that the purchase order originate in Dynamics GP.  This means that the users creating the purhcase orders must be Dynamics GP users.  Once the purchase order has been created, the approval process can happen in Dynamics GP, SharePoint, or Outlook.  There are some options for document attach, one is mentioned here:  community.dynamics.com/.../how-to-add-attachments-to-purchase-order-workflow.aspx.  

    With Business Portal Requisition Management, the "purchase request" originates in Business Portal.  The users need to be set up in Business Portal.  They need not be users in Dynamics GP.  After the purchase request is created, the approval process and creation of the purchase order happens in Business Portal.  Out of the box, Business Portal Requisition Management does not allow documents to be attached.

    Thanks

    Rob

  • Community Member Profile Picture
    Community Member on at
    Re: GP Business Portal & Requisition Management Attachment

    We are looking to do the same, implementing PO requisition functionality in GP2010.  Requisitions will likely originate in various physical locations, outside of the corporate office.  How did you decide on which functionality to use?  What are the main differences?

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