The Document Management feature allows users to attach bitmap (.BMP) files to records. The bitmap images can be saved with the record and viewed by choosing the attached image button. If the record does not have documents attached, the button shows a paper clip. When documents are attached, the button shows a paper clip attached to a piece of paper.
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| 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 | ||
| Table of Contents |
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Setting up Document Management
Setting up document management involves creating an attachments folder and mapping the attachments folder to the server. For information on setting up physically stored Service Management attachments, see Setting up physically stored document attachments.
Step 1: 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.
Note The attachments folder must be created on the shared Microsoft Dynamics GP 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
- \changed
- \subctr
Step 2: 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)
- H is a shared mapped drive
- GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
- docs is a folder in the Microsoft Dynamics GP folder
Step 3: Map the Temporary Folder Location
You must specify a temporary folder to be used when viewing attachments that were copied to the database. Add the following line to the DEX.INI file on each client workstation.
Note: This temporary folder is emptied when you log out of the system. Do not use the folder for data storage.
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