You can add attachments to task codes from the Task Code Setup window and the Service Task Code window in Service Management and MobileTech. The attachments can be viewed in either window in addition to the service call. A task code attachment marked as Primary will be transmitted to MobileTech.
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Setting
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Up Service Call Task Attachments
To set up service call task attachments:
- Go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup.
- Mark Allow Document Attachments.
- Select Additional, and then select:
- Service Management Attachments
Enter the file locations the attachments should be saved to for each of the attachment areas. Equipment Management Attachments
Enter the file locations the attachments should be saved to for each of the attachment areas.Note The file location pathnames must end with a backslash.Example: C:\Program Files (x86)\Microsoft Dynamics\2018GP\Document attachments\
- Service Management Attachments
- Select OK.
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For Service Management document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users who will be attaching files. |
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