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Alright, we've settled in with GP2013, and are enjoying the Document Attach feature - "It's great", you say, "but…a little limited. There are only a few places Document Attach exists." Au contraire - now with Microsoft Dynamics GP2013 R2, that is.As its designed, the out-of-the-box Dynamics GP 2013 R2 will allow virtually any note window to have documents attached to the note, and accessed it is the same as you would access OLE notes, but instead opens the familiar Document Attachment Maintenance window we know and love.Your documents will be centrally stored in the database, and accessible whenever you are in Dynamics GP 2013. "But…", you say, "I have OLE attachments…lots of them. What happens to them? Am I still able to access them?
You are able to access them. Any OLE notes 'containers' that already exist will still be available, AND you will be able to continue to attach links and documents in the existing containers. When OLE Notes are present, the attachment icon button becomes a drop-down button. This allows you to select if you want the OLE Notes container, or the Document Attachment Maintenance window."WOW! You state such great points. You have won me over completely", you state enthusiastically, "But we have many, many OLE Notes, with attachments and links. Whatever are we to do?"Never fear. We have the Microsoft Dynamics GP OLE Object Migration utility!I won't go into the utility in detail - it's not complex and it will walk you through its usage. But I will point out a few highlights and points to watch-out for.
You may need to run the utility multiple times to extract and import all documents from all existing OLE repositories. This is unlikely to be common, but it should be investigated.
When the links are exported, they are given the name on the link. But when the attachments are exported, there is no name associated. OLE is not a folder. It stores the Bits and what is needed to read it properly. So all exported documents will have names like 'Exported_1.doc', 'Exported_2.xls', etc…
The file names may be edited within the Document Attachment Maintenance window.
Here is to another AWESOME feature of Microsoft Dynamics GP 2013 R2....ENJOY!
Click HERE for detailed documentation on this feature.Click HERE to download the Microsoft Dynamics GP OLE Object Migration Utility.
Hi Terry, thank you for the post. Question on how the new document attachment feature stores the attachments. The OLE feature uses the Note Index number as the file name (after conversion to hexadecimal). This causes and issue if the Note Index number is too large (because the OLE file name format is 8.3). Will this still be an issue with the new document attach feature? In other words, if we have a Note Index number that is too large to convert adequately to hexadecimal for the OLE file name, will the new document attachment feature save the attachment without error?
I just re-read the part that explains this is by design. Thanks
We just updated to 2013 R2 and are looking at using this. I tried it on one of our older companies that didn't have a lot of notes. It copied all of them as Embedding 1.pdf, Embedding 2.pdf, etc..
Am I doing something wrong that they don't retain the name given to them as OLE files? Or is this by design?
Found it on the page you originally listed. It's a busy page, so I missed it on my first reading. mbs.microsoft.com/.../MDGP2013_PatchReleases
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