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[Linda Stumpf]

We are using GP 2016 and have activated document attachment.
We are unable to attach documents to posted accounts payable transactions. 
I read online that we needed to have DexteritySharedComponents installed and it appears that we do have that installed. 
Anyone know of another reason doc attach would not work with posted invoices? 

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Michael Taranto, CPA]

Hi Linda,

It appears that it is a bug in one of the 2016 versions.  I would apply a later service pack for 2016 to fix it.  It was documented as a problem from Microsoft.

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Michael Taranto, CPA
President
ERP Consulting, LLC
Pataskala OH
740-951-0220 mtaranto@erpconsultingLLC.com
erpconsultingllc.com
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[Michael Taranto, CPA]

This is the screen shot for the service pack that should help you.  You can download it off of Customersource at http://mbs.microsoft.com/customersource

Current Release Downloads

Downlo??ad	?Documentation/Fix List
2018 July Hotfix – Mid-Year Canadian Update–English (Round 2 with latest Ontario tax change) MicrosoftDynamicsGP16-KB4341226-ENU.msp File Size: 168MB Release Date: 6/26/2018 Version: 16.00.0716?	?Fix List Previous Patch Release CPR18JulyTax.pdf

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Michael Taranto, CPA
President
ERP Consulting, LLC
Pataskala OH
740-951-0220 mtaranto@erpconsultingLLC.com
erpconsultingllc.com
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[Shari Bruno]

Hi

A few additional thoughts on this:

Have you verified that the default location for the attachments is valid?
What is happening when you try to attach a document?
And, are you trying to attach from the Action Pane? Or from the Notes?

We’ve been on GP2016R2 since last year June and have not experienced any problems with document attach, but we also began using it when we were on GP2015 and that may be why.

?

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Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
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[Linda Stumpf]

Thank you and
We are trying to attach a document to a posted invoice by going to PurchasingInquiryTransaction by Vendor… selecting an invoice ??then clicking on document number which takes us to the Payables Transaction Entry Zoom. We have the paper clip available for attachment however when we click it, we only have the option to preview… no scan or attach option. 

?
If there is a service pack to correct this, can you help me find it in customersource?

?

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Shari Bruno]

?Hi

Not to say that a service pack won’t fix this, but when I started to use document attachment I also did not have an Attach or Scan option because I had not completed the setup. Have you assigned a location for the attachments in the Document Attachment Setup, and also checked the box to allow attachments?

?

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Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
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[Linda Stumpf]

Thank you, both and . I checked to make sure that we have a default location for the attachment files and the Allow Attachment box is checked.

We ran the 2018 July Hotfix and have created somewhat of a mess.
We are unable to access our test environment now.
Here is the error message that we are getting:

The following SQL statement produced an error:

if exists (select * from dbo.sysobjects where id = object_id(N'[dbo].[CO00103]’) and OBJECTPROPERTY(id, N’IsUserTable’) = 1) update CO00103 set BusObjKey = replace(BusObjKey,’0PMPayables Transaction History’,’0PMPayables Transaction’) where BusObjKey like ‘%0PMPayables Transaction History%’  

 

ERROR [Microsoft][SQL Server Native Client 11.0][SQL Server]Violation of PRIMARY KEY constraint ‘PKCO00103’. Cannot insert duplicate key in object ‘dbo.CO00103’. The duplicate key value is (0PMPayables Transaction1~00000000000003402                        

 
Any thoughts on how to fix this? 

??

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Michael Taranto, CPA]

Sounds like you are having a great time.  Turns out there are known issues for it also.  I have attached two sql scripts to run against your company database to fix this problem.

Thanks
Mike

——————————
Michael Taranto, CPA
President
ERP Consulting, LLC
Pataskala OH
740-951-0220 mtaranto@erpconsultingLLC.com
erpconsultingllc.com
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[Leslie Vail]

I’ve come up with a workaround for this:

Using your inquiry windows, zoom back to the invoice in history that you want to add a note to. Next, click the old note icon to the right of the Voucher number. Click on the paperclip at the bottom of the Notes window and your standard doc attachment will open. Click Attach at the bottom of that window and you’ll be in business. Hope this helps and I didn’t roll over someone who already posted this.
Kind regards,
Leslie

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Leslie Vail
Accounting Systems Consulting, Inc.
DALLAS TX
leslievail@earthlink.net 972-814-8550
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[Linda Stumpf]

Thank you . I tried the work around but I don’t have the paperclip on the notes window. I wonder if I don’t have doc attach setup properly.

?

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Michael Taranto, CPA]

I attached again.  If it doesn’t come thru go to the following website and it is number 11.

Microsoft Dynamics GP 2018 and Year-End Update – Known Upgrade Issues

Dynamics		remove preview
Microsoft Dynamics GP 2018 and Year-End Update – Known Upgrade Issues With the release of Microsoft Dynamics GP 2016 R2, we are sharing any known issues that we run into with the upgrade of the new release so that you can be the most prepared for your upgrade. With any… View this on Dynamics >

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Michael Taranto, CPA
President
ERP Consulting, LLC
Pataskala OH
740-951-0220 mtaranto@erpconsultingLLC.com
erpconsultingllc.com
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[Linda Stumpf]

Thank you . That successfully corrected our Test environment.
Still cannot attach a document to a posted AP invoice. Sigh……?

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Michael Taranto, CPA]

I found when I entered a path in the document attachment setup for default location, I was able to attach to posted document either Open or History. I would recommend a shared location that all users can access.

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Michael Taranto, CPA
President
ERP Consulting, LLC
Pataskala OH
740-951-0220 mtaranto@erpconsultingLLC.com
erpconsultingllc.com
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[Linda Stumpf]

Thanks . I do have a default location in the setup.

… I found an old discussion you took part in concerning the issue of not having the paperclip on the notes window and the resolution had something to do with the Dex.ini files. Per that conversation, I logged in using my credentials on the GP server and found that the paperclip was available on the notes window there. Not sure exactly what to do in our environment to fix our user workstations.  ??

Here the Dex.ini file on my workstation:
[General]
SQLLogSQLStmt=FALSE
SQLLogODBCMessages=FALSE
SQLLogAllODBCMessages=FALSE
SQLRprtsTimeout=0
ReportViewMode=2
Initial=FALSE
Synchronize=FALSE
AutoDisplayUpdate=TRUE
DynHelpPath=C:Program Files (x86)Microsoft DynamicsGP2016
DexHelpPath=C:Program Files (x86)Microsoft DynamicsGP2016
Word Macro File=C:Program Files (x86)Microsoft DynamicsGP2016DataLettersWordIntegration.dot
Letters Directory=\MVGPAPDynamicsGP2016Data
Workstation=WINDOWS
Workstation2=Windows
WindowMax=TRUE
BTInterface=NoLoad
Pathname=DYNAMICS/dbo/
FileHandler=SQL
SQLQueryTimeout=0
SQLProcsTimeout=0
DPSInstance=1
BuildSQLMessages=FALSE
OLEPath=\MVGPAPDynamicsGP2016Data
ReportDictionaryPath=\MVGPAPDynamicsGP2016Data
FormDictionaryPath=\MVGPAPDynamicsGP2016Data
SQLLastDataSource=Dynamics GP 2016
UpdateLogin=https://mbsupdates.microsoft.com/taxupdate/login.aspx
NextEntryID=7769
NextGroupID=30728
LastYearEndUpdate=11/17/2017
LastTaxCodeUpdate=01/20/2017
SQLLastUser=lstumpf
Dictionary Version=16.00.0716
GPLastUser=lstumpf
RememberUser=FALSE
ZoomFontUnderline=True
ZoomFontColor=Dark Red
MagnifyScreenOutput=100
NoteWindow=800,-6,668,683
WindowPosX=96

Here’s the Dex.ini file on the server:

[General]
SQLLogSQLStmt=FALSE
SQLLogODBCMessages=FALSE
SQLLogAllODBCMessages=FALSE
SQLRprtsTimeout=0
ReportViewMode=2
Initial=FALSE
Synchronize=FALSE
AutoDisplayUpdate=TRUE
DynHelpPath=C:DynamicsGP2016
DexHelpPath=C:DynamicsGP2016
Word Macro File=C:DynamicsGP2016DataLettersWordIntegration.dot
Letters Directory=C:DynamicsGP2016DataLetters
Workstation=WINDOWS
Workstation2=Windows
WindowMax=TRUE
BTInterface=NoLoad
Pathname=DYNAMICS/dbo/
FileHandler=SQL
SQLQueryTimeout=0
SQLProcsTimeout=0
DPSInstance=1
BuildSQLMessages=FALSE
OLEPath=C:DynamicsGP2016DataNotes
ReportDictionaryPath=C:DynamicsGP2016Data
FormDictionaryPath=C:DynamicsGP2016Data
SQLLastDataSource=Dynamics GP 2016
UpdateLogin=https://mbsupdates.microsoft.com/taxupdate/login.aspx
NextEntryID=7389
NextGroupID=3754
LastYearEndUpdate=11/17/2017
LastTaxCodeUpdate=01/20/2017
SQLLastUser=lstumpf
Dictionary Version=16.00.0716
GPLastUser=lstumpf
RememberUser=FALSE
ZoomFontUnderline=True
ZoomFontColor=Dark Red
NoteWindow=-95,63,450,263
ReportLayout=749,49,681,639
LayoutToolbox=8,31,156,382
RWLayoutPropertiesSheetTab=2
RWLayoutPropertiesSheet=9,457,270,349
RWLayoutPropertiesSheetVisible=TRUE
MagnifyScreenOutput=125
WindowPosX=212
WindowPosY=114
WindowWidth=808
WindowHeight=605
STOCKCOUNTLEVEL=10000
LayoutLayout1=55,78,615,391
LayoutPropertiesSheetTab=1
LayoutPropertiesSheet=710,34,270,349
LayoutPropertiesSheetVisible=TRUE
DYNOLD258=C:DynamicsGP2016Version16.0.553.0BackupPA258.DIC
DYNOLD0=C:DynamicsGP2016Version16.0.553.0BackupDynamics.dic

WindowPosY=123
WindowWidth=808
WindowHeight=605
STOCKCOUNTLEVEL=10000
DYNOLD258=C:Program Files (x86)Microsoft DynamicsGP2016Version16.0.553.0BackupPA258.DIC
DYNOLD0=C:Program Files (x86)Microsoft DynamicsGP2016Version16.0.553.0BackupDynamics.dic

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Leslie Vail]

Hi,

If you don’t have a paperclip then there is an error in the OLEPath settings. If you change the setting on your worksation to look locally instead of a shared Network folder, your paperclip should be displayed. After the paperclip shows up I can tell you how to get the corporate share will work.
No time right now. Let me know how it works out.
Kind regards,
Leslie 

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Leslie Vail
Accounting Systems Consulting, Inc.
DALLAS TX
leslievail@earthlink.net 972-814-8550
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[Leslie Vail]

It works when you are running the code on the workstation because the server is looking at its own local drive.

Leslie

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Leslie Vail
Accounting Systems Consulting, Inc.
DALLAS TX
leslievail@earthlink.net 972-814-8550
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[Linda Stumpf]

It worked!!!!! Yea!!!! Thank you, thank you, thank you .
We now have the paperclip and can attach to posted transactions.
Changing the OLEPath corrected our issue.
Have a great day!?

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Linda Stumpf
The Messianic Vision, Inc.
Charlotte NC
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[Amber Bell]

I looked through the “What’s New in GP2018” document because I thought remembered that this was listed.

Indeed it was…in GP2018, there is a new option in the Doc Attach Setup window to allow for attaching in “Inquiry” view (which is what happens when a transaction is posted).

Above image shows where it will show up (after you upgrade to GP2018). I use ‘s workaround for anyone on older versions! 
?

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Amber Bell
Training Dynamo LLC
Email: amber@trainingdynamo.com
Website: http://www.trainingdynamo.com
Twitter: @trainingdynamo
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