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Microsoft Dynamics GP (Archived)

Attaching cash receipts in the sales sections

Posted on by Microsoft Employee

Hello all,

I am wondering if there is a way to attach cash receipts together in the sales section of great plains?

 

Your help is greatly appericated. Thank you!

*This post is locked for comments

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Attaching cash receipts in the sales sections

    Hi,

    What do you mean by 'attach cash receipts together'? The responses speak of attaching a document to a single cash receipt, but to me that might not address the question of attaching them together.

    Leslie

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Attaching cash receipts in the sales sections

    Unfortunately GP2013R2 doesn't have that feature in the Notes forms.. you can only attach the note itself.. no other document like in 2016.

  • Wassim Rahme Profile Picture
    Wassim Rahme 5 on at
    RE: Attaching cash receipts in the sales sections

    I'm not sure this was the case in GP2013 but you can try it.  In GP2016 you can click on the note button that is next to the Receipt number and it will open the Note window that has a 'Clip' button which will take you to the same Document Attachment Management window in which you can attach your documents in the same way.

    Regards

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Attaching cash receipts in the sales sections

    Unfortunately the 'Cash Receipts Entry' form doesn't have one for now.. Sorry for you.

    PS: I wasn't sure which form you were talking about.

    PPS: You could user the Customer Maintenance Card to attach a receipt.. there is no limit on the number of attachements..

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attaching cash receipts in the sales sections

    2438.gp.PNG

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Attaching cash receipts in the sales sections

    Hi,

    Since GP 2013 you can attach documents now to most of the main Entry forms (POP, SOP, AP, AR, GL, etc)..

    Just look for the small clip icon on the icon bar or next to the document number field. Your documents can be in JPG/PNG, PDF, XLS or DOC format.. Other formats may not be supported, but you could give a shot.

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