Showing posts with label Document Attach. Show all posts
Showing posts with label Document Attach. Show all posts

Wednesday, April 10, 2019

Dynamics GP: Deleting all document attachments for Payables Transactions

By Steve Endow

TOPIC:  Microsoft Dynamics GP


I'm working with a customer to automate the import of Document Attachments into Dynamics GP.

As part of the testing process, we are having to clear out all of the test attachments that have been imported so that we can re-import them again.

In case it's of interest to anyone, here are some SQL scripts I created to delete out ALL document attachments for ALL payables transactions.  You can modify the scripts to remove attachments for other record types.

Make sure to backup your company database before running any of these scripts.

If you find any mistakes or problems with these scripts, please let me know.

Thursday, January 24, 2019

Dynamics GP Document Attach Record Type (Origin Description) Codes

By Steve Endow

I have been working on a few Dynamics GP Document Attach projects lately, and I haven't been able to find a complete list of the record type codes used in the Doc Attach tables.

CO00101 Table

Here's the partial list that I've compiled so far for a US installation of Dynamics GP.  As I test additional record types, I'll update this list.

If anyone knows of a complete list or has updates, let me know.


Record Type
Code
Customer
CC
Vendor **
Vendor (Creditor)
Item
IC
GL Transaction
GL
PM Transaction
PM
Purchase Order
PO
Purchase Requisition
REQ
PO Shipment
PS
PO Shipment/Invoice
PSI
Receivables Transaction
RM
Note
NOTES


**NOTE: It appears that some of the Doc Attach record type codes may vary by region.  For example, UK installations use "Creditor" instead of "Vendor".  But "CC" is still used for UK Customers, rather than "Debtor".



Steve Endow is a Microsoft MVP in Los Angeles.  He is the owner of Precipio Services, which provides Dynamics GP integrations, customizations, and automation solutions.

You can also find him on Twitter and YouTube


Thursday, December 20, 2018

Bulk Export Dynamics GP Document Attachments using .NET

By Steve Endow

1/23/2019 UPDATE:  Version 1.20 released


A user on the GPUG Open Forum asked if there was a way to export all of the documents that are attached to Dynamics GP customers.

I previously wrote a blog posts showing how to export a single document attachment using BCP:

https://dynamicsgpland.blogspot.com/2017/05/extract-dynamics-gp-document-attach.html


And another showing how to export a single document attachment using .NET:

https://dynamicsgpland.blogspot.com/2017/05/extract-and-save-dynamics-gp-document.html


But the BCP solution is only for a single attachment, and the .NET solution didn't have any features for filtering or organized export of attachments.

So today I updated the .NET solution to allow the user to select a Database, Record Type, and indicate whether Deleted attachments should be exported.



Once those options are selected, the user can retrieve a list of all of the attachments, which shows the type, the associated record number, the file name, and file size.

The user can then select an export path and click a button to export all of the attachments to disk.


The application and full source code can be downloaded here:

       Version 1.20:  https://1drv.ms/u/s!Au567Fd0af9TpRUtDRq_heyOh50p


Version 1.20 includes several enhancements:

-Login dialog allows you to specify SQL Server, username, and password for SQL login
-Support named system databases
-Config file allows you to add additional document types
-Added PM and POP document types


New record types can be added by editing the SaveDocAttachFiles.exe.config file. Locate the RecordTypes setting at the bottom of the file and add new name + code pairs to the list.


Please note that this .NET application was assembled in a few hours, and is not a refined, polished, commercial software release.  It does not have lots of configuration options or error handling, so you will want to test it in a TEST environment and be aware that it may need some modifications to work in your environment.


Steve Endow is a Microsoft MVP in Los Angeles.  He is the owner of Precipio Services, which provides Dynamics GP integrations, customizations, and automation solutions.

You can also find him on Twitter and YouTube





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