| Anchor | ||||
|---|---|---|---|---|
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The following tables lists all windows and fields with attached image buttons.
| Service Management | Job Cost | ||
|---|---|---|---|
| Window | Field(s) | Window | Field(s) |
Customer | Customer ID | Job Maintenance | Job Number |
Location | Customer | Job Status | Job |
Maintenance Contract | Customer | Project Status | Project Number |
Equipment | Location | Subcontractors Maintenance | Job |
Service Call | Customer | Subcontractor Dates | Items |
Equipment Type Setup | Equipment Type | Job History | Job |
Contract Quote | Customer | Job Cost Codes Setup | Job Cost Code |
Service Call Quote | Service Call ID | Cost Codes Details | Job Cost Code |
Master Contract | Customer | Change Orders | Job Change Order |
Maintenance Contract History | Customer | Change Order Zoom | Job Change Order |
| Change Order Cost Code Setup | Job Change Order Cost Code | ||
| Forecast Cost Revision Entry | Transaction Number | ||
Setting up Advanced Document Management
Setting up the Advanced Document Management module involves creating an attachments folder and mapping the attachments folder to the server.
Create an attachments folder
Complete the following steps to create a folder to hold your attachments.
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- Create a \docs folder under the \Microsoft Dynamics GP folder on the shared server. The attachments folder must be created on the shared server so everyone can access the attachments.
Create the following folders under \docs:
Service Management Job Cost - \customer
- \location
- \equip
- \contract
- \calls
- \subloc
- \equtype
- \model
- \quote
- \job
- \project
- \changeOd
- \subctr
- \costcode
- \forecast
Map the attachments folder to the server
Add the following line to the DEX.INI file on each client workstation:*WS_DocRoot=H:\GP\docs*
(must end in backslash)
- where H is a shared mapped drive
- where GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
- where docs is a folder in the Microsoft Dynamics GP folder
Map the temporary folder location
You must specify a temporary folder to be used when viewing attachments that were copied to the database.
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- where C is the local drive
- where temp is the name of the folder that will hold the attachments
Update the next document number (optional)
If you have multiple companies that are using document attachments, the "Copy File" method saves attachments for all companies to the same shared location. You will receive an error when saving an attachment if the next document number that defaults has already been used by another company.
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- Choose the attached image button in any field. The Document List window opens.
- Choose Add to open the Document Maintenance window.
- Enter a Select the format in the the Format field field if you want to use a file extension association that was set up in the Document Viewers window. If the Format field is blank, the system uses the file extension association established in Windows Explorer.
- Enter a description for a Description for the file. The description will display in the Document List window.
- The system date defaults in the the Date field field.
- Choose the Select File... button to locate the file you want to attach.
- Choose a radio button:
- Copy File
Saves the file to the directory specified in your pathname setup. The file name is automatically generated by Service Management and appears in the non-editable Document ID field in the upper portion of the window. The complete filename will contain the appropriate format extension. - Attach File
Saves the path to the file. You will use less hard disk space by attaching the file, but risk losing the path if the file is ever moved. Copy to Database
Copying the file to a Microsoft SQL database offers a more secure connection to the documents and makes the documents easier to manage.Note Copy to Database is the only option available if you are attaching a file when using the Web Client. You are also only able to view an attached file if it has been saved to the Microsoft SQL database.
- Internet/Extranet Access
Allows you to enter a URL of a file that is located online.
- Copy File
- Choose Save .
- Close the Document Maintenance window to return to the Document List window. Your attachment appears in the scrolling window.
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