Attachments in Great Plains

  • Attachments in Great Plains

    Posted by Tiffany-Byrd on September 25, 2023 at 4:24 pm

    Hello GPUG Community,

    Does anyone save attachments to their journal entry batches and vendor cards? If so do you use other means to obtain those attachments outside of Great Plains? Is there a way to download or export your attachments to an electronic document retention storage system? Please let me know if you have any recommendations.

    Thanks,

    Tiffany

    Tiffany-Byrd replied 2 years, 5 months ago 2 Members · 2 Replies
  • 2 Replies
  • David Laster

    Member
    September 25, 2023 at 4:48 pm
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    Tiffany:
    My favorite answer to this is Steve Endow’s free and easy to use utility! It is a .NET program that connects to your GP company, then lets you choose which record type to download files from (Customers, Vendors, SOP, POP, etc.). You choose where to direct the downloads locally and then wait for it to complete.

    https://blog.steveendow.com/2018/12/bulk-export-dynamics-gp-document.html

    Regards,

    David

    P.S. Thanks again Steve for giving this cool tool to the #GPUG Community!

    • Tiffany-Byrd

      Member
      September 26, 2023 at 5:01 pm
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      Thank you David for your response. I really appreciate it.

      Best,

      Tiffany

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