Reporting: GP Document Attachment

Reporting: GP Document Attachment

Introduction to attaching documents in Dynamics GP, then building reports in BI360 that include a link to the documents.

About this course

Jim Hummer of Solver Support explores attaching a document in Dynamics GP that can be opened via link in BI360 Reporting. Two versions of this video are included: 

  • Dynamics GP 2016 uses the Note attachment feature (shown above)
  • Dynamics GP 2018 uses the Attach feature

Posted 11/18

System setup requirements are also included.

Curriculum~ 10 minutes

  • Document Attachment System Settings
  • BI360 Reporting on notes and document attachments in Dynamics GP 2016
  • BI360 Reporting on document attachments in Dynamics GP 2018

About this course

Jim Hummer of Solver Support explores attaching a document in Dynamics GP that can be opened via link in BI360 Reporting. Two versions of this video are included: 

  • Dynamics GP 2016 uses the Note attachment feature (shown above)
  • Dynamics GP 2018 uses the Attach feature

Posted 11/18

System setup requirements are also included.

Curriculum~ 10 minutes

  • Document Attachment System Settings
  • BI360 Reporting on notes and document attachments in Dynamics GP 2016
  • BI360 Reporting on document attachments in Dynamics GP 2018