Document Managment in GP

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Posted on by aliciaw

I am looking for information regarding the document management capabilities within GP 2018 itself, I am having trouble finding anything. We are looking to determine if it might be a better fit over our third party software we are using. We specifically use it for invoices. One of the issues we are running into with our third party is that it is requiring our approvers to login as they are non-GP users and do a separate lookup as it does not attach the invoice to the email for approval....so additional steps.

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Microsoft Dynamics GP

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Justin Sutton on at

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RE: Document Managment in GP

Hello Aliciaw,

The issue with providing information on Document Attachment (GP's Document Management) is that it has changed a lot in the last few years.

The basic instructions and information can be found here:

docs.microsoft.com/.../systemsetup

Some of the big updates can be found here:

community.dynamics.com/.../microsoft-dynamics-gp-2018-document-attachment-inquiry

community.dynamics.com/.../microsoft-dynamics-gp-2016-document-attachment-flow-enhancement

The community has a lot of great articles that walk through some parts of it, but the above gives the basic idea. It is possible to attach the actual invoices to their Workflow emails, so approvers can review the actual print off from the email itself. This was added in GP 2015:

docs.microsoft.com/.../version-2015

The process isn't too crazy, and the setup is company specific. I recommend setting it up in a test company to see if it works like you want it.