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The following table lists all windows and fields with attached image buttons.
Service Management
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Customer
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Customer ID
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Location
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Customer
Address ID
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Maintenance Contract
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Customer
Location
Contract Number
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Equipment
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Location
Equipment ID
Equipment Type
Model Number
Sublocation ID
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Service Call
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Customer
Location
Service Call ID
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Equipment Type Setup
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Equipment Type
Equipment Model Number
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Contract Quote
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Customer
Location
Quote Number
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Service Call Quote
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Service Call ID
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Master Contract
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Customer
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Maintenance Contract History
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Customer
Location
Contract Number
Job Cost
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Job Number
Project Number
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Job
Job Vendor
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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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- Select the attached image button to open the Document List window.
- Select the document in the scrolling window and select Edit.
- In the Document Maintenance window, select Delete.
Windows and Fields
The following table lists all windows and fields with attached image buttons.
Service Management
| Window | Field(s) |
|---|---|
Customer | Customer ID |
Location | Customer |
Maintenance Contract | Customer |
Equipment | Location |
Service Call | Customer |
Equipment Type Setup | Equipment Type |
Contract Quote | Customer |
Service Call Quote | Service Call ID |
Master Contract | Customer |
Maintenance Contract History | Customer |
Job Cost
| Window | Field(s) |
|---|---|
| Job Maintenance | Job Number |
| Job Status | Job |
| Project Status | Project Number |
| Subcontractors Maintenance | Job |
| Subcontractor Dates | Items |
| Job History | Job |
| Job Cost Codes Setup | Job Cost Code |
| Cost Codes Details | Job Cost Code |
| Change Orders | Job Change Order |
| Change Order Zoom | Job Change Order |
| Change Order Cost Code Setup | Job Change Order Cost Code |
| Forecast Cost Revision Entry | Transaction Number |